WESPAC Advisors SoCal, LLC PYLD — PIMCO ETF TR

Ownership history in WESPAC Advisors SoCal, LLC  ·  4 quarters on record

AI Ownership Summary

WESPAC Advisors SoCal, LLC reported PIMCO ETF TR (PYLD) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 2.15% in 2026 Q1. The latest visible filing shows PYLD at 1.93% 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 WESPAC Advisors SoCal, LLC's position in PIMCO ETF TR, 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 Q2

PYLD was reported at 1.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.15% 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 Q2

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 WESPAC Advisors SoCal, LLC fund profile WESPAC Advisors SoCal, LLC full holdings
How WESPAC Advisors SoCal, 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 408,065 +22,659 +5.9% 1.93% $10.8M 2026-07-16 $26.18
2026 Q1 ADDED — — — 385,406 +50,957 +15.2% 2.15% $10.1M 2026-04-15 $26.01
2025 Q4 ADDED — — — 334,449 +10,633 +3.3% 1.80% $8.9M 2026-01-07 $25.89
2025 Q3 INITIATED — — — 323,816 — — 1.76% $8.7M 2025-10-22 $25.55

🏢 Other funds also holding PYLD

As of 2026 Q2 — sorted by position size

Wall Capital Group, Inc. 3Y 7Y 31.21% Sheridan Capital Management, LLC 17.05% Immaculate Wealth Management LLC 14.01% GR FINANCIAL GROUP, LLC 12.76% Pinnacle Wealth Management, LLC 3Y 11.42% Sunflower Bank, N.A. 3Y 10.79% DAHRING | CUSMANO LLC 10.56% Family Investment Center, Inc. 3Y 10.54% EQ WEALTH ADVISORS, LLC 10.35% Crestmont Private Wealth LLC 3Y 9.94%

FAQ About WESPAC Advisors SoCal, 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 WESPAC Advisors SoCal, LLC reported owning PYLD?

WESPAC Advisors SoCal, LLC reported PYLD across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported PYLD position in WESPAC Advisors SoCal, LLC's portfolio?

The largest reported portfolio weight for PYLD was 2.15% in 2026 Q1.

What is the latest reported PYLD position on this page?

The most recent filing on this page is 2026 Q2, when WESPAC Advisors SoCal, LLC reported 408,065 shares, equal to 1.93% of portfolio, with an estimated market value of $10.8M.

What does the chart on this PYLD ownership page compare?

The chart compares WESPAC Advisors SoCal, 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.

How well did WESPAC Advisors SoCal, LLC time their PYLD position?

Based on 13F filing dates vs. subsequent PYLD price moves, WESPAC Advisors SoCal, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on PYLD relative to SPY over the holding period was -12.9%.

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