Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / RAFI ESG US
-
Total 13F shares
-
1,437,499
-
Share change
-
-35,954
-
Total reported value
-
$58,479,963
-
Price per share
-
$40.70
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Number of holders
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29
-
Value change
-
-$1,464,007
-
Number of buys
-
18
-
Number of sells
-
10
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 29 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 29 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.