PIMCO EQUITY SER's ticker is RAFE and the CUSIP is 72201T342. A total of 19 filers reported holding PIMCO EQUITY SER in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $609,611 | -1.3% | 20,964 | +3.2% | 0.00% | 0.0% |
| Q2 2023 | $617,885 | +5.2% | 20,322 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $587,253 | +17.7% | 20,322 | +3.5% | 0.00% | 0.0% |
| Q3 2022 | $499,000 | +1.6% | 19,639 | +10.2% | 0.00% | 0.0% |
| Q2 2022 | $491,000 | -12.9% | 17,828 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $564,000 | – | 17,828 | – | 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% |