Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / RAFI ESG US
-
Total 13F shares
-
812,248
-
Share change
-
+58,347
-
Total reported value
-
$30,232,186
-
Price per share
-
$37.22
-
Number of holders
-
23
-
Value change
-
+$2,174,581
-
Number of buys
-
11
-
Number of sells
-
9
Institutional Holders of PIMCO EQUITY SER - RAFI ESG US (RAFE) as of Q3 2024
As of 30 Sep 2024,
PIMCO EQUITY SER - RAFI ESG US (RAFE) was held by
23 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
812,248 shares.
The largest 10 holders included
Northwest Bancshares, Inc., Arlington Financial Advisors, LLC, Balanced Rock Investment Advisors LLC, GenWealth Group, Inc., COMMONWEALTH EQUITY SERVICES, LLC, Bruce G. Allen Investments, LLC, CITADEL ADVISORS LLC, Royal Bank of Canada, LPL Financial LLC, and JNBA Financial Advisors.
This page lists
23
institutional shareholders reporting positions in this security
for the Q3 2024 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.