MFUS · Insider trading · 13F holders · Congress trades
Pimco Equity Ser (MFUS)
Who is buying and selling MFUS: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 11
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
MFUS at a glance
- No open-market insider purchases or sales of MFUS were filed in the last 90 days.
- 11 13F filers hold MFUS among their 50 largest positions, worth $200.9M combined. The biggest bets by portfolio weight are Schiavi & Co LLC (24.0%), Williams & Novak Wealth Management, LLC (6.6%) and Austin Wealth Management, LLC (6.1%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
- No member of Congress has disclosed a trade in MFUS.
MFUS insider trading
No open-market insider purchases or sales of MFUS were filed in the last 90 days.
Who owns MFUS? Hedge funds and superinvestors
11 13F filers hold MFUS among their 50 largest positions, worth $200.9M combined. The biggest bets by portfolio weight are Schiavi & Co LLC (24.0%), Williams & Novak Wealth Management, LLC (6.6%) and Austin Wealth Management, LLC (6.1%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Schiavi & Co LLCWealth manager | 24.0% | $90.9M | 1,353,022 | +3.8% shares | Q2 2026 |
| Austin Wealth Management, LLCWealth manager | 6.1% | $29.0M | 446,808 | -0.4% shares | Q2 2026 |
| Financial Consulate, IncWealth manager | 2.0% | $17.6M | 272,172 | -1.4% shares | Q3 2026 |
| Baker Ellis Asset Management LLCWealth manager | 1.7% | $15.4M | 237,185 | -2.0% shares | Q3 2026 |
| Marshall Investment Management, LLCWealth manager | 5.1% | $12.4M | 184,309 | -5.3% shares | Q2 2026 |
| Williams & Novak Wealth Management, LLCWealth manager | 6.6% | $10.9M | 168,519 | +13.0% shares | Q3 2026 |
| Entrewealth, LLCWealth manager | 3.7% | $10.3M | 158,732 | +4.4% shares | Q3 2026 |
| Walled Lake Planning & Wealth Management, LLCWealth manager | 2.4% | $10.0M | 153,700 | +10.5% shares | Q3 2026 |
| SFG Wealth Management, LLC.Wealth manager | 0.7% | $2.0M | 30,984 | +21.7% shares | Q3 2026 |
| Mid-American Wealth Advisory Group, Inc.Wealth manager | 0.4% | $1.2M | 19,090 | +22.3% shares | Q3 2026 |
| First Growth Capital LLCWealth manager | 1.0% | $1.2M | 18,789 | +1.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 8, Q2 2026: 3). Screen MFUS in the grand portfolio →
MFUS stock trades by members of Congress
No member of Congress has disclosed a trade in MFUS.
MFUS questions and answers
Are insiders buying MFUS stock?
No open-market insider purchases or sales of MFUS were filed in the last 90 days.
Which hedge funds own MFUS?
11 13F filers hold MFUS among their 50 largest positions, worth $200.9M combined. The biggest bets by portfolio weight are Schiavi & Co LLC (24.0%), Williams & Novak Wealth Management, LLC (6.6%) and Austin Wealth Management, LLC (6.1%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
Has Congress traded MFUS?
No member of Congress has disclosed a trade in MFUS.
Who is the largest holder of MFUS?
Among 13F filers, Schiavi & Co LLC reports the largest MFUS position, $90.9M (1,353,022 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Schiavi & Co LLC's: 24.0% of its portfolio.
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