Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / RAFI DYN MULTI
-
Total 13F shares
-
8,675,724
-
Share change
-
+218,435
-
Total reported value
-
$311,437,139
-
Price per share
-
$35.94
-
Number of holders
-
47
-
Value change
-
+$7,862,076
-
Number of buys
-
30
-
Number of sells
-
14
Institutional Holders of PIMCO EQUITY SER - RAFI DYN MULTI (MFDX) as of Q2 2025
As of 30 Jun 2025,
PIMCO EQUITY SER - RAFI DYN MULTI (MFDX) was held by
47 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,675,724 shares.
The largest 10 holders included
Schiavi & Co LLC, FINANCIAL CONSULATE, INC, Stratos Investment Management, LLC, Mariner, LLC, Austin Wealth Management, LLC, LPL Financial LLC, IFC Advisors LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, JPMORGAN CHASE & CO, and Sovran Advisors, LLC.
This page lists
47
institutional shareholders reporting positions in this security
for the Q2 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.