AF
PMX

Allworth Financial’s PIMCO Municipal Income Fund III PMX Stock Holding History

Allworth Financial’s Portfolio PMX Stock Details PMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-38,570
Closed -$265K – 5015
2025
Q2 		$265K Buy
+38,570
New +$263K ﹤0.01% 1075
2022
Q4 		– Sell
-500
Closed -$4K – 3149
2022
Q3 		$4K Buy
+500
New +$4.71K ﹤0.01% 1960
2017
Q1 		– Hold
0
– – – 276
2016
Q4 		– Hold
0
– – – 253
2016
Q3 		– Hold
0
– – – 238
2016
Q2 		– Hold
0
– – – 225
2016
Q1 		– Hold
0
– – – 237
2015
Q4 		– Hold
0
– – – 231
2015
Q3 		– Hold
0
– – – 245
2015
Q2 		– Hold
0
– – – 242
2015
Q1 		– Hold
0
– – – 231

Other funds holding PMX

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Allworth Financial's PMX Position: Q3 2025 in Review

Allworth Financial sold out of PIMCO Municipal Income Fund III (PMX) in Q3 2025, closing a stake of 38,570 shares — an estimated $265K sold.

Allworth Financial first reported a position in PMX in Q3 2022 and held it in 2 quarters. The position peaked at $265K in Q2 2025. 1 fund tracked by Wall St. Rank holds PMX as of Q3 2025.

  • Allworth Financial reported no remaining PIMCO Municipal Income Fund III position as of Q3 2025 after selling out during the quarter.
  • Allworth Financial sold 38,570 PIMCO Municipal Income Fund III shares in Q3 2025, an estimated $265K.
  • Allworth Financial first reported a position in PIMCO Municipal Income Fund III in Q3 2022 and held it in 2 quarters.
  • Allworth Financial's PIMCO Municipal Income Fund III position peaked at $265K in Q2 2025.
  • 1 fund tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.