Q2 2022 13F Holders as of 30 Jun 2022
-
Type / Class
-
Equity / RAFI ESG US
-
Number of holders
-
16
-
Total 13F shares, excl. options
-
541,758
-
Shares change
-
-14,863
-
Total reported value, excl. options
-
$14,907,000
-
Value change
-
-$611,618
-
Number of buys
-
9
-
Number of sells
-
-4
-
Price
-
$27.51
Significant Holders of PIMCO EQUITY SER - RAFI ESG US (RAFE) as of Q2 2022
17 filings reported holding RAFE - PIMCO EQUITY SER - RAFI ESG US as of Q2 2022.
PIMCO EQUITY SER - RAFI ESG US (RAFE) has 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 541,758 shares
.
Largest 10 shareholders include Northwest Bancshares, Inc. (160,892 shares), Arlington Financial Advisors, LLC (130,899 shares), GenWealth Group, Inc. (51,320 shares), CITADEL ADVISORS LLC (38,908 shares), RHS Financial, LLC (32,640 shares), JNBA Financial Advisors (30,633 shares), GOLDMAN SACHS GROUP INC (21,854 shares), Dynamic Advisor Solutions LLC (19,165 shares), ADVISOR GROUP HOLDINGS, INC. (17,828 shares), and Financial Insights, Inc. (12,279 shares).
This table shows the top 16 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.