MFDX

PIMCO EQUITY SER

Institutional Ownership · Q4 2025

Filing: Q4 2025

PIMCO EQUITY SER (MFDX) is held by 71 institutional investors with combined holdings of $615M. Major holders include Schiavi & Co LLC, FINANCIAL CONSULATE, INC, Austin Wealth Management,.

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Institutional Holders

Total Value

$615.4M

Ownership %

—

🏦 Top Institutional Holders

Schiavi & Co LLC

5.2M shares

$209.0M

FINANCIAL CONSULATE, INC

1.7M shares

$68.5M

Austin Wealth Management, LLC

1.2M shares

$53.2M

Stratos Investment Management, LLC

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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