13F Insight
DOSSIER · 13F Holders · Q2 2026
RAFE

PIMCO EQUITY SER

50 institutions still hold PIMCO EQUITY SER as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 72201T342·50 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$110M
visible holders
Holders
50
filers reporting
Concentration
23.13%
Savant Capital, LLC #1
top holder share
AI Holders Summary · Q2 2026

50 institutions reported RAFE in Q2 2026. Savant Capital, LLC leads at 23.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Savant Capital, LLC
CIK 0001482880
$25M564K0.07%Q2 202602
Sellwood Investment Partners LLC
CIK 0001763958
$23M470K7.94%Q2 202603
LPL Financial LLC
CIK 0001403438
$8M159K0.00%Q2 202604
Balanced Rock Investment Advisors LLC
CIK 0002011851
$7M153K4.56%Q2 202605
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M142K0.01%Q2 202606
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$7M138K0.03%Q2 202607
Arlington Financial Advisors, LLC
CIK 0001716539
$6M123K0.75%Q2 202608
Northwest Bancshares, Inc.
CIK 0001471265
$5M108K0.90%Q1 202609
GenWealth Group, Inc.
CIK 0001713678
$4M87K0.65%Q2 202610
Cetera Investment Advisers
CIK 0001666741
$3M70K0.00%Q2 202611
Financial Insights, Inc.
CIK 0001642058
$3M62K0.78%Q2 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M41K0.00%Q2 202613
NewEdge Advisors, LLC
CIK 0001633516
$2M39K0.01%Q2 202614
Bruce G. Allen Investments, LLC
CIK 0002005409
$2M37K1.14%Q2 202615
CITADEL ADVISORS LLC
CIK 0001423053
$2M34K0.00%Q2 202616
Mariner, LLC
CIK 0001373442
$1M31K0.00%Q2 202617
ROYAL BANK OF CANADA
CIK 0001000275
$1M27K0.00%Q2 202618
Dynamic Advisor Solutions LLC
CIK 0001599747
$1M22K0.03%Q2 202619
GOLDMAN SACHS GROUP INC
CIK 0000886982
$960K20K0.00%Q2 202620
Mason & Associates Inc
CIK 0001917686
$771K16K0.12%Q2 2026
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