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 |
|---|---|---|---|---|---|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
5,000
shares
|
$204,750
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,990
shares
|
$122,440
0.01% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
2,408
shares
|
$98,607
0.0% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,453
shares
|
$59,500
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
516
shares
|
$21,130
0.0% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|