PIMCO EQUITY SER - RAFI ESG US (RAFE) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2019 to Q4 2025

Type / Class
Equity / RAFI ESG US
Symbol
RAFE
Price per share
$42.75
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
1,817,827
Total reported value
$76,415,757
% of total 13F portfolios
0%
Share change
+380,128
Value change
+$15,993,168
Number of holders
38
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 38 institutional investors reported holding 1,817,827 shares of PIMCO EQUITY SER - RAFI ESG US (RAFE).

Institutional Holders of PIMCO EQUITY SER - RAFI ESG US (RAFE) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,817,827 $76,415,757 +$15,993,168 $41.99 38
2025 Q3 1,437,499 $58,479,963 -$1,464,007 $40.70 29
2025 Q2 1,522,786 $58,062,353 +$4,492,966 $38.14 28
2025 Q1 1,404,042 $51,008,957 +$5,018,166 $36.33 24
2024 Q4 1,266,458 $46,038,223 -$355,250 $36.35 24
2024 Q3 812,248 $30,232,186 +$2,143,875 $37.22 23
2024 Q2 754,726 $26,595,824 -$509,217 $35.24 22
2024 Q1 768,821 $27,350,499 -$822,057 $35.57 21
2023 Q4 792,005 $25,756,702 +$1,122,069 $32.52 23
2023 Q3 607,663 $17,663,099 -$2,180,224 $29.08 17
2023 Q2 681,157 $20,710,761 -$409,458 $30.41 16
2023 Q1 696,191 $20,117,817 +$1,963,281 $28.90 18
2022 Q4 629,460 $17,570,437 +$1,102,944 $27.92 18
2022 Q3 573,565 $14,570,000 +$791,605 $25.40 15
2022 Q2 541,758 $14,907,000 -$611,618 $27.51 16
2022 Q1 556,621 $17,605,000 +$1,020 $31.63 14
2021 Q4 552,476 $18,286,000 +$4,087,865 $33.10 15
2021 Q3 428,978 $13,049,000 +$348,128 $30.42 15
2021 Q2 417,482 $12,838,000 +$2,052,873 $30.75 13
2021 Q1 353,738 $10,329,000 +$1,596,508 $29.20 11
2020 Q4 299,063 $7,721,000 +$529,123 $25.82 10
2020 Q3 278,575 $6,290,000 +$516,905 $22.59 9
2020 Q2 255,734 $5,472,000 -$5,184,173 $21.40 6
2020 Q1 497,956 $9,341,000 +$2,040,665 $18.76 2
2019 Q4 389,179 $9,818,000 +$9,818,000 $25.23 1