Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / RAFI ESG US
-
Total 13F shares
-
1,404,042
-
Share change
-
+138,129
-
Total reported value
-
$51,008,957
-
Price per share
-
$36.33
-
Number of holders
-
24
-
Value change
-
+$5,018,166
-
Number of buys
-
14
-
Number of sells
-
12
Institutional Holders of PIMCO EQUITY SER - RAFI ESG US (RAFE) as of Q1 2025
As of 31 Mar 2025,
PIMCO EQUITY SER - RAFI ESG US (RAFE) was held by
24 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,404,042 shares.
The largest 10 holders included
Sellwood Investment Partners LLC, Northwest Bancshares, Inc., Arlington Financial Advisors, LLC, Balanced Rock Investment Advisors LLC, COMMONWEALTH EQUITY SERVICES, LLC, GenWealth Group, Inc., NewEdge Advisors, LLC, Bruce G. Allen Investments, LLC, LPL Financial LLC, and SUSQUEHANNA INTERNATIONAL GROUP, LLP.
This page lists
24
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| 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.