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 27 institutions that hold shares in the stock, with a total of 1.28 Million shares, which have been reported (via 13F filing form) to have a value of $43.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sellwood Investment Partners LLC
Portland, OR |
Feb 11, 2025 Q4 2024 |
463,923
shares
|
$15.6 Million
9.07% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
164,459
shares
|
$5.54 Million
1.11% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
131,571
shares
|
$4.43 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
110,882
shares
|
$3.73 Million
3.19% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Gen Wealth Group, Inc.
|
Apr 10, 2025 Q1 2025 |
80,823
shares
|
$2.72 Million
0.65% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
75,918
shares
|
$2.56 Million
0.0% of portfolio
|
Q4 2024
Added 12.7%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
38,956
shares
|
$1.31 Million
1.12% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
36,475
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
Added 15.64%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
33,772
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
17,424
shares
|
$586,840
0.0% of portfolio
|
Q4 2024
Added 33.6%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
17,091
shares
|
$575,624
0.06% of portfolio
|
Q4 2024
Reduced 9.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
15,986
shares
|
$538,408
0.0% of portfolio
|
Q4 2024
Reduced 11.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
15,044
shares
|
$506,681
0.0% of portfolio
|
Q4 2024
Reduced 54.86%
|
|
|
Financial Insights, Inc.
|
Mar 05, 2025 Q4 2024 |
14,694
shares
|
$494,893
0.21% of portfolio
|
Q4 2024
Added 92.25%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
12,644
shares
|
$425,849
0.22% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
10,524
shares
|
$354,448
0.22% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
10,446
shares
|
$351,821
0.02% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
6,024
shares
|
$202,888
0.06% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
6,004
shares
|
$202,214
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
5,773
shares
|
$194,434
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
3,255
shares
|
$109,628
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
3,015
shares
|
$101,545
0.01% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,374
shares
|
$79,956
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
684
shares
|
$23,037
0.01% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
545
shares
|
$18,355
0.0% of portfolio
|
Q2 2023
Reduced 7.78%
|