RAFE

PIMCO EQUITY SER

Institutional Ownership · Q4 2025

Filing: Q4 2025

PIMCO EQUITY SER (RAFE) is held by 36 institutional investors with combined holdings of $71M. Major holders include Sellwood Investment Partn, Savant Capital, LLC, Balanced Rock Investment .

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Institutional Holders

Total Value

$71.2M

Ownership %

—

🏦 Top Institutional Holders

Sellwood Investment Partners LLC

Balanced Rock Investment Advisors LLC

147.7K shares

$6.2M

Arlington Financial Advisors, LLC

127.3K shares

$5.3M

Northwest Bancshares, Inc. (NWBI)

110.0K shares

$4.6M

📊 Financials

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

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