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Capital Analysts LLC’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

Capital Analysts LLC’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
Q2 		$894K Buy
18,681
+192
+1% +$8.72K 0.02% 387
2026
Q1 		$769K Buy
+18,489
New +$789K 0.02% 374

Other funds holding RAFE

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $160M AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 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 $110B AUM 26.29% 1-Year Est. Return

Capital Analysts LLC's RAFE Position: Q2 2026 in Review

Capital Analysts LLC increased its PIMCO RAFI ESG US ETF (RAFE) stake by 1% in Q2 2026, buying an estimated $8.72K and bringing the position to 18,681 shares worth $894K. The position accounts for 0.02% of the portfolio, ranked #387.

Capital Analysts LLC first reported a position in RAFE in Q1 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold RAFE as of Q2 2026.

  • Capital Analysts LLC held 18,681 shares of PIMCO RAFI ESG US ETF worth $894K as of Q2 2026.
  • Capital Analysts LLC bought 192 PIMCO RAFI ESG US ETF shares in Q2 2026, an estimated $8.72K.
  • PIMCO RAFI ESG US ETF made up 0.02% of Capital Analysts LLC's portfolio in Q2 2026, its #387 holding.
  • Capital Analysts LLC first reported a position in PIMCO RAFI ESG US ETF in Q1 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.