Institutional Ownership
Pimco Equity Ser
CUSIP 72201T342RAFI ESG USRAFEQ1 2026
Institutional Holders
43
13F filers
Shares Held
2.07M
Aggregate institutional
Institutional Value
$84.31M
Q1 2026
Net New Holders
+4
8 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased19
Decreased14
Sold out4
Institutional Holders
43 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Sellwood Investment Partners LLC | 499.4K | $20.78M | +9.3K | Added |
| 2 | Savant Capital, LLC | 254.7K | $10.60M | +56.6K | Added |
| 3 | Lpl Financial LLC | 171.0K | $7.12M | +112.9K | Added |
| 4 | Balanced Rock Investment Advisors LLC | 149.2K | $6.21M | +1.5K | Added |
| 5 | Arlington Financial Advisors, LLC | 123.1K | $5.12M | −4.2K | Reduced |
| 6 | Commonwealth Equity Services, LLC | 113.4K | $4.72M | −6.3K | Reduced |
| 7 | Northwest Bancshares, Inc. | 108.4K | $4.51M | −1.6K | Reduced |
| 8 | Envestnet Portfolio Solutions, Inc. | 101.5K | $4.22M | +1.3K | Added |
| 9 | Genwealth Group, Inc. | 90.2K | $3.75M | +5.2K | Added |
| 10 | Cetera Investment Advisers | 67.0K | $2.79M | +624 | Added |
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