Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in PIMCO ETF TR
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 4.6M shares of PYLD (PIMCO ETF TR), worth $120.5M as of 2026-Q1. The position was increased (+68.8% shares). PYLD represents 0.7% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$120.5M
Current Shares
4.6M
Total Value Change
+$65.7M
Total Shares Change
+2.5M
Other major holders of PYLD: BANK OF AMERICA CORP /DE/, MORGAN STANLEY, LPL Financial LLC
Increased |
| 4.6M |
+68.8% |
| $120.5M |
| 0.7% |
| $26.70 |
63 |
| 2025-Q4 | Increased | 2.7M | +33.2% | $72.6M | 0.4% | $26.61 | 45 |
| 2025-Q3 | New | 2M | - | $54.8M | 0.4% | $26.05 | 49 |