Purchases and Sales Made in Q2 2025 in 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) during Q2 2025. The information is specifically focused on institutions that hold shares of PIMCO EQUITY SER RAFI ESG U S .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
49.3KNew |
$1.58M - $1.88M
|
49.3K
$1.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
40.5K+ 36.69% |
$1.3M - $1.54M
|
151K
$6.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21K+ 93.3% |
$672K - $800K
|
43.5K
$1.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15K+ 14.55% |
$482K - $574K
|
118K
$4.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.28K+ 52.73% |
$297K - $354K
|
26.9K
$1.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
3.68K+ 0.73% |
$118K - $140K
|
507K
$20.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.11K+ 53.87% |
$99.6K - $119K
|
8.88K
$358K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.69K+ 3.33% |
$86.3K - $103K
|
83.5K
$3.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.53K+ 1.16% |
$48.9K - $58.2K
|
133K
$5.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.45KNew |
$46.6K - $55.4K
|
1.45K
$58.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.24K+ 20.57% |
$39.6K - $47.1K
|
7.24K
$292K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
837+ 2.22% |
$26.8K - $31.9K
|
38.5K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
332New |
$10.6K - $12.7K
|
332
$13.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
267+ 2.17% |
$8.55K - $10.2K
|
12.6K
$507K
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
124+ 1.04% |
$3.97K - $4.73K
|
12K
$485K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 0.5% |
$384 - $458
|
2.4K
$96.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2+ 0.03% |
$64.1 - $76.3
|
5.93K
$239K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15- 2.75% |
$481 - $572
|
530
$21.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-29- 0.96% |
$929 - $1.11K
|
2.99K
$120K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-283- 1.34% |
$9.07K - $10.8K
|
20.9K
$842K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-649- 5.86% |
$20.8K - $24.8K
|
10.4K
$421K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.16K- 2.98% |
$37.1K - $44.2K
|
37.8K
$1.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.66K- 15.74% |
$53.1K - $63.2K
|
8.87K
$358K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.03K- 6.99% |
$65.1K - $77.5K
|
27K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.97K- 6.25% |
$95.1K - $113K
|
44.5K
$1.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-3.52K- 2.14% |
$113K - $134K
|
161K
$6.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.43K- 27.86% |
$142K - $169K
|
11.5K
$463K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.48K- 16.65% |
$143K - $171K
|
22.4K
$904K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11K- 98.62% |
$352K - $419K
|
154
$6.21K
|