13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
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
—
▲ 8.2%
vs prior quarter
13F value held
$81M
57.0% inst. owned
of float
Holders
46
-92 QoQ
filers reporting
Activity
+8 / −88
+948 added · −777 reduced
this quarter
Concentration
25.73%
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 25.7% of the visible book. -92 net institutions QoQ — distribution reading.

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
Balanced Rock Investment Advisors LLC
CIK 0002011851
$6M149K4.35%Q1 202605
Arlington Financial Advisors, LLC
CIK 0001716539
$5M123K0.73%Q1 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M113K0.01%Q1 202607
Northwest Bancshares, Inc.
CIK 0001471265
$5M108K0.90%Q1 202608
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$4M101K0.02%Q1 202609
GenWealth Group, Inc.
CIK 0001713678
$4M90K0.64%Q1 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
$871,87821K0.03%Q1 202616
Mason & Associates Inc
CIK 0001917686
$820,16820K0.16%Q1 202617
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$558,84313K0.02%Q1 202618
Walkner Condon Financial Advisors LLC
CIK 0001817494
$552,99613K0.07%Q1 202619
FLYNN ZITO CAPITAL MANAGEMENT, LLC
CIK 0001857144
$481,08312K0.15%Q1 202620
JNBA Financial Advisors
CIK 0001569118
$388,8339K0.03%Q1 2026
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