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PYLDPYLD
Showing 8 of 9 quarters

Position history for Sequoia Financial Advisors, LLCSequoia Financial Advisors, LLC's holdings in PIMCO ETF TR

Sequoia Financial Advisors, LLC holds 12.4M shares of PYLD (PIMCO ETF TR), worth $328.9M as of 2026-Q2. The position was increased (+12.8% shares). PYLD represents 1.6% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$328.9M

Current Shares

12.4M

Total Value Change

+$260M

Total Shares Change

+9.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
12.4M
+12.8%
$328.9M1.6%$26.24
55
2026-Q1
Increased
11M
+16.2%
$288.1M1.6%$25.56
56
2025-Q4
Increased
9.5M
+24.0%
$252.4M1.4%$25.80
59
2025-Q3
Increased
7.6M
+68.4%
$204.7M1.2%$25.33
71
2025-Q2
Increased
4.5M
+27.3%
$120.2M0.8%$24.67
53
2025-Q1
Increased
3.6M
+19.1%
$93.7M0.7%$24.14
50
2024-Q4
Increased
3M
+15.6%
$77.4M0.7%$23.54
48
2024-Q3
Increased
2.6M
+13.5%
$68.9M0.7%$23.69
47

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

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