Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / RAFI ESG US
-
Number of holders
-
21
-
Total 13F shares, excl. options
-
768,821
-
Shares change
-
-23,184
-
Total reported value, excl. options
-
$27,350,499
-
Value change
-
-$822,057
-
Number of buys
-
8
-
Number of sells
-
-11
-
Price
-
$35.57
Significant Holders of PIMCO EQUITY SER - RAFI ESG US (RAFE) as of Q1 2024
23 filings reported holding RAFE - PIMCO EQUITY SER - RAFI ESG US as of Q1 2024.
PIMCO EQUITY SER - RAFI ESG US (RAFE) has 21 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 768,821 shares
.
Largest 10 shareholders include Northwest Bancshares, Inc. (214,697 shares), Arlington Financial Advisors, LLC (123,573 shares), Balanced Rock Investment Advisors LLC (104,035 shares), GenWealth Group, Inc. (85,389 shares), COMMONWEALTH EQUITY SERVICES, LLC (42,838 shares), Bruce G. Allen Investments, LLC (42,561 shares), JNBA Financial Advisors (35,333 shares), GOLDMAN SACHS GROUP INC (21,854 shares), RHS Financial, LLC (19,746 shares), and SUSQUEHANNA INTERNATIONAL GROUP, LLP (15,728 shares).
This table shows the top 21 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.