Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / RAFI ESG US
-
Number of holders
-
28
-
Total 13F shares, excl. options
-
1,522,786
-
Shares change
-
+118,199
-
Total reported value, excl. options
-
$58,062,353
-
Value change
-
+$4,492,966
-
Number of buys
-
17
-
Number of sells
-
-11
-
Price
-
$38.14
Significant Holders of PIMCO EQUITY SER - RAFI ESG US (RAFE) as of Q2 2025
28 filings reported holding RAFE - PIMCO EQUITY SER - RAFI ESG US as of Q2 2025.
PIMCO EQUITY SER - RAFI ESG US (RAFE) has 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,522,786 shares
.
Largest 10 shareholders include Sellwood Investment Partners LLC (506,863 shares), Northwest Bancshares, Inc. (160,941 shares), Balanced Rock Investment Advisors LLC (150,806 shares), Arlington Financial Advisors, LLC (133,098 shares), COMMONWEALTH EQUITY SERVICES, LLC (118,416 shares), GenWealth Group, Inc. (83,517 shares), Financial Insights, Inc. (49,333 shares), NewEdge Advisors, LLC (44,498 shares), CITADEL ADVISORS LLC (43,484 shares), and LPL Financial LLC (38,464 shares).
This table shows the top 28 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.