Raymond James Financial
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Raymond James Financial’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

Raymond James Financial’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 		$270K Buy
5,648
+59
+1% +$2.68K ﹤0.01% 4878
2026
Q1 		$233K Buy
5,589
+185
+3% +$7.9K ﹤0.01% 4807
2025
Q4 		$227K Buy
+5,404
New +$223K ﹤0.01% 4732
2025
Q3 		– Sell
-332
Closed -$12.7K – 6348
2025
Q2 		$12.7K Buy
+332
New +$11.9K ﹤0.01% 5820

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 19.28% 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

Raymond James Financial's RAFE Position: Q2 2026 in Review

Raymond James Financial increased its PIMCO RAFI ESG US ETF (RAFE) stake by 1.1% in Q2 2026, buying an estimated $2.68K and bringing the position to 5,648 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #4878.

Raymond James Financial first reported a position in RAFE in Q2 2025 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold RAFE as of Q2 2026.

  • Raymond James Financial held 5,648 shares of PIMCO RAFI ESG US ETF worth $270K as of Q2 2026.
  • Raymond James Financial bought 59 PIMCO RAFI ESG US ETF shares in Q2 2026, an estimated $2.68K.
  • PIMCO RAFI ESG US ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4878 holding.
  • Raymond James Financial first reported a position in PIMCO RAFI ESG US ETF in Q2 2025 and has held it in 4 quarters since.
  • 48 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.