Institutional Ownership Pimco Rafi Dynamic Multi Facto (MFEM)
This table provides information about the institutional ownership of Pimco Rafi Dynamic Multi Facto (MFEM). We have compiled data on the 39 institutions that hold shares in the stock, with a total of 5.02 Million shares, which have been reported (via 13F filing form) to have a value of $108 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
15,009
shares
|
$323,744
0.04% of portfolio
|
Q2 2025
Reduced 16.64%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
14,229
shares
|
$306,919
0.0% of portfolio
|
Q2 2025
Added 10.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
12,972
shares
|
$279,806
0.0% of portfolio
|
Q2 2025
Added 68.36%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
12,020
shares
|
$259,271
0.1% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,050
shares
|
$130,498
0.0% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
3,155
shares
|
$68,053
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,507
shares
|
$32,505
0.0% of portfolio
|
Q2 2025
Reduced 29.12%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
814
shares
|
$17,557
0.0% of portfolio
|
Q2 2025
Reduced 40.58%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
302
shares
|
$6,514
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
186
shares
|
$4,012
0.0% of portfolio
|
Q4 2023
Added 1.09%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
50
shares
|
$1,078
0.0% of portfolio
|
Q4 2024
Reduced 85.75%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$21
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
1
shares
|
$21
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|