Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / RAFI ESG US
-
Total 13F shares
-
942,758
-
Share change
-
+126,601
-
Total reported value
-
$39,665,538
-
Price per share
-
$41.99
-
Number of holders
-
21
-
Value change
-
+$5,315,129
-
Number of buys
-
13
-
Number of sells
-
6
Institutional Holders of PIMCO EQUITY SER - RAFI ESG US (RAFE) as of Q4 2025
As of 31 Dec 2025,
PIMCO EQUITY SER - RAFI ESG US (RAFE) was held by
21 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
942,758 shares.
The largest 10 holders included
Sellwood Investment Partners LLC, Arlington Financial Advisors, LLC, Envestnet Portfolio Solutions, Inc., GenWealth Group, Inc., Dynamic Advisor Solutions LLC, Mason & Associates Inc, FLAGSHIP HARBOR ADVISORS, LLC, Walkner Condon Financial Advisors LLC, FLYNN ZITO CAPITAL MANAGEMENT, LLC, and JNBA Financial Advisors.
This page lists
21
institutional shareholders reporting positions in this security
for the Q4 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.