PIMCO EQUITY SER's ticker is RAFE and the CUSIP is 72201T342. A total of 24 filers reported holding PIMCO EQUITY SER in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $43,000 | -23.2% | 1,225 | -22.0% | 0.00% | – |
| Q1 2024 | $56,000 | -77.1% | 1,571 | -79.1% | 0.00% | – |
| Q4 2023 | $245,000 | +1.2% | 7,529 | -9.5% | 0.00% | – |
| 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 | 129,179 | $3,606,045 | 1.52% |
| Northwest Bancshares, Inc. | 202,760 | $5,660,066 | 1.14% |
| GenWealth Group, Inc. | 83,276 | $2,324,658 | 0.76% |
| RHS Financial, LLC | 27,516 | $768,000 | 0.61% |
| Milestone Investment Advisors LLC | 15,162 | $423,249 | 0.15% |
| Financial Insights, Inc. | 9,896 | $276,248 | 0.13% |
| JNBA Financial Advisors | 29,197 | $815,037 | 0.11% |
| Dynamic Advisor Solutions LLC | 24,361 | $680,027 | 0.05% |
| 3EDGE Asset Management, LP | 18,456 | $515,201 | 0.04% |
| Larson Financial Group LLC | 2,281 | $63,663 | 0.01% |