Institutional Ownership Pimco Equity Ser Rafi Esg U S (RAFE)
This table provides information about the institutional ownership of Pimco Equity Ser Rafi Esg U S (RAFE). We have compiled data on the 30 institutions that hold shares in the stock, with a total of 1.52 Million shares, which have been reported (via 13F filing form) to have a value of $61.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
506,863
shares
|
$20.5 Million
9.24% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
160,941
shares
|
$6.49 Million
1.09% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
150,806
shares
|
$6.09 Million
4.51% of portfolio
|
Q2 2025
Added 36.69%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
132,990
shares
|
$5.37 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
108,859
shares
|
$4.39 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.07%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
83,517
shares
|
$3.37 Million
0.65% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
49,333
shares
|
$1.99 Million
0.71% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
44,498
shares
|
$1.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
43,484
shares
|
$1.75 Million
0.0% of portfolio
|
Q2 2025
Added 93.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
38,464
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
37,797
shares
|
$1.53 Million
1.09% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
27,034
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
22,407
shares
|
$904,122
0.0% of portfolio
|
Q2 2025
Reduced 16.65%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
20,874
shares
|
$842,265
0.0% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
12,576
shares
|
$507,441
0.02% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
12,013
shares
|
$484,724
0.2% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
11,470
shares
|
$462,814
0.0% of portfolio
|
Q2 2025
Reduced 27.86%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
10,427
shares
|
$420,729
0.04% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
9,528
shares
|
$384,454
0.04% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
8,708
shares
|
$351,367
0.19% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
7,239
shares
|
$292,093
0.1% of portfolio
|
Q2 2025
Added 20.57%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
5,927
shares
|
$239,154
0.06% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 09, 2025 Q3 2025 |
5,261
shares
|
$212,281
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,990
shares
|
$120,646
0.01% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,397
shares
|
$96,718
0.0% of portfolio
|
Q2 2025
Added 0.5%
|