# PIMCO EQUITY SER (MFDX)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MFDX/

- Reporting holders: 1
- Reported value: $3.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Williams & Novak Wealth Management, LLC](https://holderbook.com/funds/1998419-williams-novak-wealth-management-llc/) | $3.8M | 91,489 | 2.2% | 12 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 1 | $3.8M |
| Q2 2026 | 60 | $384.9M |
| Q1 2026 | 60 | $357.0M |
| Q4 2025 | 53 | $345.8M |
| Q3 2025 | 51 | $327.1M |
| Q2 2025 | 47 | $311.5M |
| Q1 2025 | 37 | $270.6M |
| Q4 2024 | 33 | $233.5M |
| Q3 2024 | 27 | $244.5M |
| Q2 2024 | 27 | $223.3M |
| Q1 2024 | 26 | $218.7M |
| Q4 2023 | 20 | $172.0M |