Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21KNew |
$835K - $876K
|
21K
$860K
|
|
|
Jan 21, 2026
Q4 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
4.82KNew |
$191K - $201K
|
4.82K
$197K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.7KNew |
$187K - $196K
|
4.7K
$192K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.37K+ 18.87% |
$54.3K - $57K
|
8.61K
$352K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
983+ 8.03% |
$39.1K - $41K
|
13.2K
$542K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
700+ 5.52% |
$27.8K - $29.2K
|
13.4K
$548K
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
179+ 1.88% |
$7.12K - $7.47K
|
9.71K
$398K
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
22+ 0.42% |
$875 - $918
|
5.28K
$216K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
15New |
$596 - $626
|
15
$614
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.13% |
$159 - $167
|
2.99K
$123K
|
|
|
Jan 26, 2026
Q4 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-325- 3.16% |
$12.9K - $13.6K
|
9.98K
$409K
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-926- 1.08% |
$36.8K - $38.7K
|
85K
$3.48M
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.64K- 18.87% |
$65.3K - $68.6K
|
7.07K
$289K
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-5.67K- 4.26% |
$225K - $237K
|
127K
$5.21M
|
|
|
Jan 26, 2026
Q4 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-18.6K- 3.66% |
$740K - $777K
|
490K
$20.1M
|
|