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PYLDPYLD
4 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in PIMCO ETF TR

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 5.2M shares of PYLD (PIMCO ETF TR), worth $136.7M as of 2026-Q2. The position was increased (+12.4% shares). PYLD represents 0.8% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$136.7M

Current Shares

5.2M

Total Value Change

+$81.9M

Total Shares Change

+3.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5.2M
+12.4%
$136.7M0.8%$26.10
48
2026-Q1
Increased
4.6M
+68.8%
$120.5M0.7%$25.42
63
2025-Q4
Increased
2.7M
+33.2%
$72.6M0.4%$25.66
45
2025-Q3
New
2M
-
$54.8M0.4%$25.20
49

Other major holders of PYLD: BANK OF AMERICA CORP /DE/, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, MORGAN STANLEY, LPL Financial LLC

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