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 31 institutions that hold shares in the stock, with a total of 1.49 Million shares, which have been reported (via 13F filing form) to have a value of $60.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
508,740
shares
|
$20.8 Million
8.24% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
152,061
shares
|
$6.23 Million
4.52% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
132,990
shares
|
$5.45 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
112,492
shares
|
$4.61 Million
0.77% of portfolio
|
Q3 2025
Reduced 30.1%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
108,859
shares
|
$4.46 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.07%
|
|
|
Gen Wealth Group, Inc.
|
Nov 14, 2025 Q3 2025 |
85,926
shares
|
$3.52 Million
0.66% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
49,361
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2025
Added 28.33%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
49,333
shares
|
$2.02 Million
0.71% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
49,058
shares
|
$2.01 Million
0.01% of portfolio
|
Q3 2025
Added 10.25%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
37,944
shares
|
$1.55 Million
1.11% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
29,015
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2025
Added 39.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
22,902
shares
|
$937,836
0.0% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
17,329
shares
|
$709,622
0.0% of portfolio
|
Q3 2025
Reduced 35.9%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
16,315
shares
|
$668,099
0.0% of portfolio
|
Q3 2025
Reduced 62.48%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
12,684
shares
|
$519,409
0.02% of portfolio
|
Q2 2024
Reduced 36.83%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
12,243
shares
|
$501,350
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
11,920
shares
|
$488,124
0.0% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
11,623
shares
|
$475,961
0.19% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
10,301
shares
|
$421,825
0.04% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
9,528
shares
|
$390,171
0.04% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
8,708
shares
|
$356,592
0.19% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
7,239
shares
|
$296,437
0.09% of portfolio
|
Q2 2025
Added 20.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
6,703
shares
|
$274,487
0.0% of portfolio
|
Q2 2025
Reduced 98.62%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
5,930
shares
|
$242,833
0.06% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 09, 2025 Q3 2025 |
5,261
shares
|
$215,437
0.12% of portfolio
|
Q3 2025
New holding
|
|