Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / RAFI ESG US
-
Number of holders
-
24
-
Total 13F shares, excl. options
-
1,266,458
-
Shares change
-
-9,713
-
Total reported value, excl. options
-
$46,038,223
-
Value change
-
-$355,250
-
Number of buys
-
10
-
Number of sells
-
-12
-
Price
-
$36.35
Significant Holders of PIMCO EQUITY SER - RAFI ESG US (RAFE) as of Q4 2024
25 filings reported holding RAFE - PIMCO EQUITY SER - RAFI ESG US as of Q4 2024.
PIMCO EQUITY SER - RAFI ESG US (RAFE) has 24 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,266,458 shares
.
Largest 10 shareholders include Sellwood Investment Partners LLC (463,923 shares), Northwest Bancshares, Inc. (164,459 shares), Arlington Financial Advisors, LLC (131,686 shares), Balanced Rock Investment Advisors LLC (110,882 shares), GenWealth Group, Inc. (80,681 shares), COMMONWEALTH EQUITY SERVICES, LLC (75,918 shares), Bruce G. Allen Investments, LLC (38,787 shares), LPL Financial LLC (36,475 shares), CITADEL ADVISORS LLC (33,772 shares), and OSAIC HOLDINGS, INC. (17,265 shares).
This table shows the top 24 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.