Q3 2023 13F Holders as of 30 Sep 2023
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Type / Class
-
Equity / RAFI ESG US
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Number of holders
-
17
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Total 13F shares, excl. options
-
607,663
-
Shares change
-
-73,494
-
Total reported value, excl. options
-
$17,663,099
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Value change
-
-$2,180,224
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Number of buys
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9
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Number of sells
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7
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Price
-
$29.08
Institutional Holders of PIMCO EQUITY SER - RAFI ESG US (RAFE) as of Q3 2023
As of 30 Sep 2023 PIMCO EQUITY SER - RAFI ESG US (RAFE) had 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 607,663 shares of stock of the company.
Largest 10 holders included Northwest Bancshares, Inc., Arlington Financial Advisors, LLC, GenWealth Group, Inc., JNBA Financial Advisors, SUSQUEHANNA INTERNATIONAL GROUP, LLP, RHS Financial, LLC, GOLDMAN SACHS GROUP INC, OSAIC HOLDINGS, INC., Financial Insights, Inc., and Milestone Investment Advisors LLC.
This table shows 17 institutional shareholders of the security as of 30 Sep 2023.
| 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.