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 26 institutions that hold shares in the stock, with a total of 1.41 Million shares, which have been reported (via 13F filing form) to have a value of $53.9 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
|
$19.4 Million
9.24% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
164,459
shares
|
$6.29 Million
1.1% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
131,571
shares
|
$5.04 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
110,328
shares
|
$4.22 Million
3.2% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
103,379
shares
|
$3.96 Million
0.01% of portfolio
|
Q1 2025
Added 36.17%
|
|
|
Gen Wealth Group, Inc.
|
Apr 10, 2025 Q1 2025 |
80,823
shares
|
$3.09 Million
0.65% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
47,466
shares
|
$1.82 Million
0.01% of portfolio
|
Q1 2025
Added 1358.25%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
37,797
shares
|
$1.45 Million
1.09% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
37,627
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
29,066
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
22,496
shares
|
$860,921
0.0% of portfolio
|
Q1 2025
Reduced 33.39%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
21,157
shares
|
$809,678
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
17,602
shares
|
$673,628
0.0% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
15,900
shares
|
$608,493
0.0% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
12,309
shares
|
$471,065
0.02% of portfolio
|
Q1 2025
Added 17.83%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
11,889
shares
|
$454,992
0.21% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
11,127
shares
|
$425,830
0.0% of portfolio
|
Q1 2025
Reduced 26.04%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
11,076
shares
|
$423,878
0.04% of portfolio
|
Q1 2025
Reduced 35.19%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
10,524
shares
|
$402,753
0.22% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
7,239
shares
|
$277,036
0.1% of portfolio
|
Q2 2025
Added 20.57%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
5,925
shares
|
$226,749
0.06% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
5,773
shares
|
$220,932
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,986
shares
|
$114,274
0.01% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,385
shares
|
$91,273
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
545
shares
|
$20,857
0.0% of portfolio
|
Q2 2023
Reduced 7.78%
|