# PIMCO EQUITY SER (RAFE)

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

- Reporting holders: 4
- Reported value: $2.3M
- 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 |
|---|---|---|---|---|
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $1.6M | 33,139 | 0.4% | 1 |
| [Sprinkle Financial Consultants LLC](https://holderbook.com/funds/2011593-sprinkle-financial-consultants-llc/) | $263.2K | 5,350 | 0.1% | 5 |
| [Williams & Novak Wealth Management, LLC](https://holderbook.com/funds/1998419-williams-novak-wealth-management-llc/) | $246.0K | 5,000 | 0.1% | 5 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $180.3K | 3,665 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 4 | $2.3M |
| Q2 2026 | 47 | $125.8M |
| Q1 2026 | 42 | $84.9M |
| Q4 2025 | 40 | $79.2M |
| Q3 2025 | 30 | $61.0M |
| Q2 2025 | 28 | $58.1M |
| Q1 2025 | 24 | $51.0M |
| Q4 2024 | 24 | $46.0M |
| Q3 2024 | 23 | $30.2M |
| Q2 2024 | 22 | $26.6M |
| Q1 2024 | 21 | $27.4M |
| Q4 2023 | 23 | $25.8M |