Bank of America
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Bank of America’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

Bank of America’s Portfolio RAFE Stock Details RAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$316K Sell
7,586
-3,746
-33% -$160K ﹤0.01% 5132
2025
Q4 		$476K Sell
11,332
-588
-5% -$24.3K ﹤0.01% 4938
2025
Q3 		$485K Buy
11,920
+450
+4% +$17.6K ﹤0.01% 5805
2025
Q2 		$437K Sell
11,470
-4,430
-28% -$158K ﹤0.01% 5782
2025
Q1 		$578K Sell
15,900
-86
-0.5% -$3.19K ﹤0.01% 5578
2024
Q4 		$581K Sell
15,986
-2,072
-11% -$77.1K ﹤0.01% 5425
2024
Q3 		$672K Buy
18,058
+7,726
+75% +$276K ﹤0.01% 5301
2024
Q2 		$364K Buy
10,332
+3,101
+43% +$107K ﹤0.01% 5542
2024
Q1 		$257K Buy
7,231
+3,000
+71% +$101K ﹤0.01% 5753
2023
Q4 		$138K Buy
4,231
+3,319
+364% +$100K ﹤0.01% 6246
2023
Q3 		$26.5K Buy
+912
New +$27.5K ﹤0.01% 6669

Other funds holding RAFE

SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America's RAFE Position: Q1 2026 in Review

Bank of America reduced its PIMCO RAFI ESG US ETF (RAFE) stake by 33% in Q1 2026, selling an estimated $160K and leaving 7,586 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #5132.

Bank of America first reported a position in RAFE in Q3 2023 and has held it in 11 quarters since. The position peaked at $672K in Q3 2024. 43 funds tracked by Wall St. Rank hold RAFE as of Q1 2026.

  • Bank of America held 7,586 shares of PIMCO RAFI ESG US ETF worth $316K as of Q1 2026.
  • Bank of America sold 3,746 PIMCO RAFI ESG US ETF shares in Q1 2026, an estimated $160K.
  • PIMCO RAFI ESG US ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #5132 holding.
  • Bank of America first reported a position in PIMCO RAFI ESG US ETF in Q3 2023 and has held it in 11 quarters since.
  • Bank of America's PIMCO RAFI ESG US ETF position peaked at $672K in Q3 2024.
  • 43 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.