MFUS — PIMCO EQUITY SER

Ownership history in FINANCIAL CONSULATE, INC  ·  3 quarters on record

This page tracks every 13F SEC filing in which FINANCIAL CONSULATE, INC reported a position in PIMCO EQUITY SER (MFUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.77% (2025 Q3)
Avg. % of fund
0.68%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 76,168 -20,867 -21.5% 0.59% $4.3M $56.61
2025 Q3 ADDED 97,035 +33,498 +52.7% 0.77% $5.5M $55.82
2025 Q2 INITIATED 63,537 — — 0.67% $3.4M $52.84
% of Fund (quarterly)    MFUS price (monthly, adj. close)

Other funds also holding MFUS

As of 2025 Q4 — sorted by position size

Schiavi & Co LLC 3Y 23.14% Williams & Novak, LLC 6.18% Austin Wealth Management, LLC 5.16% Baker Ellis Asset Management LLC 3Y 7Y 1.56% First Growth Capital LLC 1.03% Mid-American Wealth Advisory Group, Inc. 3Y 0.32% Caerus Investment Advisors, LLC 3Y 0.18% Walkner Condon Financial Advisors LLC 3Y 0.09% Janney Montgomery Scott LLC 3Y 7Y 0.0% Sunbelt Securities, Inc. 3Y 7Y 0.0%
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