Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / RAFI ESG US
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Total 13F shares
-
812,248
-
Share change
-
+57,522
-
Total reported value
-
$30,232,186
-
Price per share
-
$37.22
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Number of holders
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23
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Value change
-
+$2,143,875
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Number of buys
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11
-
Number of sells
-
9
Institutional Holders of PIMCO EQUITY SER - RAFI ESG US (RAFE) as of Q3 2024
As of 30 Sep 2024 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 812,248 shares of stock of the company.
Largest 10 holders included Northwest Bancshares, Inc., Arlington Financial Advisors, LLC, Balanced Rock Investment Advisors LLC, GenWealth Group, Inc., COMMONWEALTH EQUITY SERVICES, LLC, Bruce G. Allen Investments, LLC, CITADEL ADVISORS LLC, Royal Bank of Canada, LPL Financial LLC, and JNBA Financial Advisors.
This table shows 23 institutional shareholders of the security as of 30 Sep 2024.
| 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.