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 29 institutions that hold shares in the stock, with a total of 1.53 Million shares, which have been reported (via 13F filing form) to have a value of $58.6 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
|
$19.5 Million
9.24% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
160,941
shares
|
$6.18 Million
1.09% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
150,806
shares
|
$5.79 Million
4.51% of portfolio
|
Q2 2025
Added 36.69%
|
|
|
Arlington Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
133,098
shares
|
$5.11 Million
1.05% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
118,416
shares
|
$4.54 Million
0.01% of portfolio
|
Q2 2025
Added 14.55%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
83,517
shares
|
$3.21 Million
0.65% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
49,333
shares
|
$1.89 Million
0.71% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
44,498
shares
|
$1.71 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
|
$1.67 Million
0.0% of portfolio
|
Q2 2025
Added 93.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
38,464
shares
|
$1.48 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
|
$1.45 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
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
26,883
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 52.73%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
20,874
shares
|
$801,144
0.0% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
12,576
shares
|
$482,666
0.02% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
12,013
shares
|
$461,058
0.2% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
11,470
shares
|
$440,218
0.0% of portfolio
|
Q2 2025
Reduced 27.86%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
10,427
shares
|
$400,188
0.04% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
8,883
shares
|
$340,929
0.04% of portfolio
|
Q2 2025
Added 53.87%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
8,867
shares
|
$340,315
0.2% of portfolio
|
Q2 2025
Reduced 15.74%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
7,239
shares
|
$277,832
0.1% of portfolio
|
Q2 2025
Added 20.57%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
5,927
shares
|
$227,478
0.06% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,986
shares
|
$114,602
0.01% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,397
shares
|
$91,996
0.0% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,453
shares
|
$55,766
0.0% of portfolio
|
Q2 2025
New holding
|