Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / RAFI ESG US
-
Number of holders
-
18
-
Total 13F shares, excl. options
-
629,460
-
Shares change
-
+37,733
-
Total reported value, excl. options
-
$17,570,437
-
Value change
-
+$1,102,944
-
Number of buys
-
7
-
Number of sells
-
-7
-
Price
-
$27.92
Significant Holders of PIMCO EQUITY SER - RAFI ESG US (RAFE) as of Q4 2022
19 filings reported holding RAFE - PIMCO EQUITY SER - RAFI ESG US as of Q4 2022.
PIMCO EQUITY SER - RAFI ESG US (RAFE) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 629,460 shares
.
Largest 10 shareholders include Northwest Bancshares, Inc. (202,760 shares), Arlington Financial Advisors, LLC (129,179 shares), GenWealth Group, Inc. (83,276 shares), CITADEL ADVISORS LLC (39,094 shares), JNBA Financial Advisors (29,197 shares), RHS Financial, LLC (27,516 shares), Dynamic Advisor Solutions LLC (24,361 shares), GOLDMAN SACHS GROUP INC (21,854 shares), Royal Bank of Canada (19,577 shares), and 3EDGE Asset Management, LP (18,456 shares).
This table shows the top 18 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.