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 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
3.68K+ 0.73% |
$118K - $140K
|
507K
$19.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.11K+ 53.87% |
$99.6K - $119K
|
8.88K
$340K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.69K+ 3.33% |
$86.3K - $103K
|
83.5K
$3.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.24K+ 20.57% |
$39.6K - $47.1K
|
7.24K
$277K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-29- 0.96% |
$929 - $1.11K
|
2.99K
$114K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.16K- 2.98% |
$37.1K - $44.2K
|
37.8K
$1.45M
|