Pks Advisory Services, LLC Pimco Rafi Dynamic Multi Facto Transaction History

Pks Advisory Services, LLC

$479 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	SELL	$48.91 - $52.91 $466,063 - $504,179	-9,529 Reduced 59.79%	6,409 $322 Million
Q4 2024 Feb 11, 2025	BUY	$49.56 - $52.55 $789,887 - $837,541	15,938 New	15,938 $790 Million

Others Institutions Holding MFUS

# of Institutions

31

Shares Held

3.14M

Call Options Held

0

Put Options Held

0

Schiavi & CO LLC Wilmington, DE

1.31M
Shares

$72.5 Million
28.03% of portfolio
Austin Wealth Management, LLC Austin, TX

587K
Shares

$32.5 Million
5.13% of portfolio
Baker Ellis Asset Management LLC

227K
Shares

$12.6 Million
1.64% of portfolio
Marshall Investment Management, LLC Littleton, CO

159K
Shares

$8.79 Million
4.72% of portfolio
Williams & Novak, LLC Westlake Village, CA

146K
Shares

$8.12 Million
6.34% of portfolio

About PIMCO RAFI DYNAMIC MULTI-FACTO

Ticker MFUS
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