13F Insight
DOSSIER · 13F Holders · Q1 2026
RAFE

PIMCO EQUITY SER

46 institutions still hold PIMCO EQUITY SER as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 72201T342·46 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$85M
visible holders
Holders
46
filers reporting
Concentration
24.45%
Sellwood Investment Partners LLC #1
top holder share
AI Holders Summary · Q1 2026

46 institutions reported RAFE in Q1 2026. Sellwood Investment Partners LLC leads at 24.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Sellwood Investment Partners LLC
CIK 0001763958
$21M499K8.19%Q1 202602
Savant Capital, LLC
CIK 0001482880
$11M255K0.05%Q1 202603
LPL Financial LLC
CIK 0001403438
$7M171K0.00%Q1 202604
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$7M138K0.03%Q2 202605
Balanced Rock Investment Advisors LLC
CIK 0002011851
$6M149K4.35%Q1 202606
Arlington Financial Advisors, LLC
CIK 0001716539
$6M123K0.75%Q2 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M113K0.01%Q1 202608
Northwest Bancshares, Inc.
CIK 0001471265
$5M108K0.90%Q1 202609
GenWealth Group, Inc.
CIK 0001713678
$4M87K0.65%Q2 202610
Cetera Investment Advisers
CIK 0001666741
$3M67K0.00%Q1 202611
Financial Insights, Inc.
CIK 0001642058
$3M63K0.85%Q1 202612
NewEdge Advisors, LLC
CIK 0001633516
$2M44K0.01%Q1 202613
Bruce G. Allen Investments, LLC
CIK 0002005409
$2M37K1.00%Q1 202614
Mariner, LLC
CIK 0001373442
$1M31K0.00%Q1 202615
Dynamic Advisor Solutions LLC
CIK 0001599747
$1M22K0.03%Q2 202616
Mason & Associates Inc
CIK 0001917686
$771K16K0.12%Q2 202617
Capital Analysts, LLC
CIK 0001624758
$769K18K0.02%Q1 202618
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$654K14K0.03%Q2 202619
Walkner Condon Financial Advisors LLC
CIK 0001817494
$553K13K0.07%Q1 202620
FLYNN ZITO CAPITAL MANAGEMENT, LLC
CIK 0001857144
$537K11K0.15%Q2 2026
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