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 24 institutions that hold shares in the stock, with a total of 815,075 shares, which have been reported (via 13F filing form) to have a value of $30.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
172,753
shares
|
$6.51 Million
1.1% of portfolio
|
Q2 2024
Reduced 19.54%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
131,686
shares
|
$4.96 Million
1.12% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
111,511
shares
|
$4.2 Million
3.25% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
80,681
shares
|
$3.04 Million
0.67% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
67,362
shares
|
$2.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
38,787
shares
|
$1.46 Million
1.14% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
37,296
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
33,331
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Added 2620.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
31,542
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.49%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
18,807
shares
|
$708,647
0.07% of portfolio
|
Q3 2024
Reduced 21.65%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
18,058
shares
|
$680,425
0.0% of portfolio
|
Q3 2024
Added 74.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
13,042
shares
|
$491,422
0.0% of portfolio
|
Q3 2024
Added 29.62%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
12,767
shares
|
$481,060
0.23% of portfolio
|
Q3 2024
Added 13.0%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
10,580
shares
|
$398,654
0.21% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
10,446
shares
|
$393,605
0.02% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
7,643
shares
|
$287,988
0.09% of portfolio
|
Q2 2024
Reduced 9.92%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
6,038
shares
|
$227,511
0.06% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
3,255
shares
|
$122,648
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
3,010
shares
|
$113,416
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,889
shares
|
$108,857
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,364
shares
|
$89,075
0.0% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
682
shares
|
$25,697
0.01% of portfolio
|
Q3 2024
Reduced 39.05%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
545
shares
|
$20,535
0.0% of portfolio
|
Q2 2023
Reduced 7.78%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|