UNITED CAPITAL FINANCIAL ADVISORS, LLC PYLD — PIMCO MULTISECTOR BOND ACTIVE ETF

Ownership history in UNITED CAPITAL FINANCIAL ADVISORS, LLC  ·  3 quarters on record

AI Ownership Summary

UNITED CAPITAL FINANCIAL ADVISORS, LLC reported PIMCO MULTISECTOR BOND ACTIVE ETF (PYLD) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.74% in 2026 Q1. The latest visible filing shows PYLD at 0.74% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PYLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UNITED CAPITAL FINANCIAL ADVISORS, LLC's position in PIMCO MULTISECTOR BOND ACTIVE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PYLD was reported at 0.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.74% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PYLD stock page UNITED CAPITAL FINANCIAL ADVISORS, LLC fund profile UNITED CAPITAL FINANCIAL ADVISORS, LLC full holdings
How UNITED CAPITAL FINANCIAL ADVISORS, LLC held PYLD — position size vs. price
% of Fund (quarterly)    PYLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 4,591,369 +1,871,562 +68.8% 0.74% $120.5M 2026-05-15 $26.08
2025 Q4 ADDED — — — 2,719,807 +678,239 +33.2% 0.44% $72.6M 2026-02-17 $26.41
2025 Q3 INITIATED — — — 2,041,568 — — 0.39% $54.8M 2025-11-14 $25.76

🏢 Other funds also holding PYLD

As of 2026 Q2 — sorted by position size

Vigilare Wealth Management 3Y 3.87% Kozak & Associates, Inc. 3Y 3.11% Stonebridge Financial Group, LLC 3.01% Brick & Kyle, Associates 3Y 7Y 2.78% Noble Wealth Management PBC 1.69% RDA Financial Network 3Y 7Y 0.33% Cedar Mountain Advisors, LLC 3Y 0.01% KERR FINANCIAL PLANNING Corp 0.01% EASTERN BANK 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About UNITED CAPITAL FINANCIAL ADVISORS, LLC and PYLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has UNITED CAPITAL FINANCIAL ADVISORS, LLC reported owning PYLD?

UNITED CAPITAL FINANCIAL ADVISORS, LLC reported PYLD across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported PYLD position in UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio?

The largest reported portfolio weight for PYLD was 0.74% in 2026 Q1.

What is the latest reported PYLD position on this page?

The most recent filing on this page is 2026 Q1, when UNITED CAPITAL FINANCIAL ADVISORS, LLC reported 4,591,369 shares, equal to 0.74% of portfolio, with an estimated market value of $120.5M.

What does the chart on this PYLD ownership page compare?

The chart compares UNITED CAPITAL FINANCIAL ADVISORS, LLC's quarterly PYLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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