PIMCO EQUITY SER's ticker is RAFE and the CUSIP is 72201T342.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $242,000 | -79.5% | 8,322 | -78.5% | 0.00% | – |
Q2 2023 | $1,178,000 | +44.5% | 38,739 | +37.4% | 0.00% | – |
Q1 2023 | $815,000 | +49.3% | 28,186 | +44.0% | 0.00% | – |
Q4 2022 | $546,000 | -38.7% | 19,577 | -44.1% | 0.00% | – |
Q3 2022 | $890,000 | +177.3% | 35,033 | +199.8% | 0.00% | – |
Q2 2022 | $321,000 | – | 11,685 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Arlington Financial Advisors, LLC | 119,194 | $3,466,066 | 1.23% |
Northwest Bancshares, Inc. | 212,665 | $6,184,128 | 1.18% |
GenWealth Group, Inc. | 88,212 | $2,565,134 | 0.78% |
RHS Financial, LLC | 26,927 | $783,025 | 0.55% |
JNBA Financial Advisors | 41,446 | $1,205,217 | 0.15% |
Financial Insights, Inc. | 11,810 | $336,322 | 0.12% |
Milestone Investment Advisors LLC | 8,507 | $247,377 | 0.07% |
AdvisorNet Financial, Inc | 3,426 | $99,631 | 0.01% |
Larson Financial Group LLC | 2,319 | $67,431 | 0.01% |
NewEdge Advisors, LLC | 3,255 | $94,653 | 0.00% |