PIMCO EQUITY SER - RAFI ESG US (RAFE)

Q3 2025 13F Holders as of 30 Sep 2025

Type / Class
Equity / RAFI ESG US
Number of holders
29
Total 13F shares, excl. options
1,437,499
Shares change
-35,954
Total reported value, excl. options
$58,479,963
Value change
-$1,464,007
Number of buys
18
Number of sells
10
Price
$40.70

Institutional Holders of PIMCO EQUITY SER - RAFI ESG US (RAFE) as of Q3 2025

As of 30 Sep 2025 PIMCO EQUITY SER - RAFI ESG US (RAFE) had 30 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions held a total of 1,437,499 shares of stock of the company.
Largest 10 holders included Sellwood Investment Partners LLC, Balanced Rock Investment Advisors LLC, Arlington Financial Advisors, LLC, Northwest Bancshares, Inc., COMMONWEALTH EQUITY SERVICES, LLC, GenWealth Group, Inc., LPL Financial LLC, NewEdge Advisors, LLC, Bruce G. Allen Investments, LLC, and GOLDMAN SACHS GROUP INC.
This table shows 30 institutional shareholders of the security as of 30 Sep 2025.
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.