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PYLD
3 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
4.6M
+68.8%
$120.5M0.7%$26.70
63
2025-Q4
Increased
2.7M
+33.2%
$72.6M0.4%$26.61
45
2025-Q3
New
2M
-
$54.8M0.4%$26.05
49

Other major holders of PYLD: BANK OF AMERICA CORP /DE/, MORGAN STANLEY, LPL Financial LLC

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