Institutional Ownership Pimco Rafi Dynamic Multi Facto (MFUS)
This table provides information about the institutional ownership of Pimco Rafi Dynamic Multi Facto (MFUS). We have compiled data on the 30 institutions that hold shares in the stock, with a total of 2.88 Million shares, which have been reported (via 13F filing form) to have a value of $149 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
2,962
shares
|
$152,839
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
849
shares
|
$43,808
0.0% of portfolio
|
Q4 2024
Added 55.78%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
146
shares
|
$7,533
0.0% of portfolio
|
Q1 2025
Reduced 30.48%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
85
shares
|
$4,386
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|