Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / RAFI ESG US
-
Total 13F shares
-
792,005
-
Share change
-
+34,504
-
Total reported value
-
$25,756,702
-
Price per share
-
$32.52
-
Number of holders
-
23
-
Value change
-
+$1,122,069
-
Number of buys
-
11
-
Number of sells
-
7
Institutional Holders of PIMCO EQUITY SER - RAFI ESG US (RAFE) as of Q4 2023
As of 31 Dec 2023 PIMCO EQUITY SER - RAFI ESG US (RAFE) had 23 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 792,005 shares of stock of the company.
Largest 10 holders included Northwest Bancshares, Inc., Arlington Financial Advisors, LLC, Balanced Rock Investment Advisor, GenWealth Group, Inc., Bruce G. Allen Investments, LLC, JNBA Financial Advisors, COMMONWEALTH EQUITY SERVICES, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, GOLDMAN SACHS GROUP INC, and RHS Financial, LLC.
This table shows 23 institutional shareholders of the security as of 31 Dec 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.