Filing Research | PIMCO EQUITY SER Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

9 / 9 loaded

#		Instrument	quantity
1	Austin Wealth Management, LLC	Shares	446.8KSH	$29.0M
2	FINANCIAL CONSULATE, INC	Shares	276.0KSH	$18.5M
3	Baker Ellis Asset Management LLC	Shares	242.1KSH	$16.3M
4	Williams & Novak, LLC	Shares	149.1KSH	$10.0M
5	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	Shares	139.1KSH	$9.3M
6	SFG Wealth Management, LLC.	Shares	25.5KSH	$1.7M
7	First Growth Capital LLC	Shares	18.6KSH	$1.2M
8	Mid-American Wealth Advisory Group, Inc.	Shares	15.6KSH	$1.0M
9	EQ WEALTH ADVISORS, LLC	Shares	3.2KSH	$214.2K

Manager changes2026-06-30 vs 2026-03-31

10 / 10 loaded

#		Instrument
1	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC new	Shares	+139.1K	+$9.3M	$9.3M
2	FINANCIAL CONSULATE, INC added	Shares	+12.5K	+$3.2M	$18.5M
3	Baker Ellis Asset Management LLC added	Shares	+13.5K	+$2.9M	$16.3M
4	Austin Wealth Management, LLC trimmed	Shares	-1.7K	+$2.5M	$29.0M
5	SFG Wealth Management, LLC. new	Shares	+25.5K	+$1.7M	$1.7M
6	Williams & Novak, LLC added	Shares	+2.8K	+$1.4M	$10.0M
7	Mid-American Wealth Advisory Group, Inc. added	Shares	+2.3K	+$295.9K	$1.0M
8	EQ WEALTH ADVISORS, LLC new	Shares	+3.2K	+$214.2K	$214.2K
9	First Growth Capital LLC trimmed	Shares	-615	+$123.9K	$1.2M
10	Blue Trust, Inc. exited	Shares	-35	-$2.0K	$0

Filing Research | PIMCO EQUITY SER Institutional Holdings