BI
PNI

Beckerman Institutional’s PIMCO New York Municipal Income Fund II PNI Stock Holding History

Beckerman Institutional’s Portfolio PNI Stock Details PNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$519K Buy
+75,711
New +$530K 0.28% 80
2025
Q3 		– Sell
-57,744
Closed -$388K – 116
2025
Q2 		$388K Buy
57,744
+18,640
+48% +$126K 0.26% 78
2025
Q1 		$277K Buy
39,104
+16,389
+72% +$119K 0.2% 92
2024
Q4 		$163K Buy
22,715
+7,488
+49% +$55.9K 0.13% 96
2024
Q3 		$120K Buy
+15,227
New +$116K 0.1% 95

Other funds holding PNI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Beckerman Institutional's PNI Position: Q1 2026 in Review

Beckerman Institutional opened a new position in PIMCO New York Municipal Income Fund II (PNI) in Q1 2026: 75,711 shares worth $519K. The stake represents 0.28% of the portfolio and ranks #80 among its holdings. This is a return to the name: Beckerman Institutional previously reported a position in PNI as recently as Q2 2025.

Beckerman Institutional first reported a position in PNI in Q3 2024 and has held it in 5 quarters since. 57 funds tracked by Wall St. Rank hold PNI as of Q1 2026.

  • Beckerman Institutional held 75,711 shares of PIMCO New York Municipal Income Fund II worth $519K as of Q1 2026.
  • PIMCO New York Municipal Income Fund II was a new Beckerman Institutional position in Q1 2026.
  • PIMCO New York Municipal Income Fund II made up 0.28% of Beckerman Institutional's portfolio in Q1 2026, its #80 holding.
  • Beckerman Institutional first reported a position in PIMCO New York Municipal Income Fund II in Q3 2024 and has held it in 5 quarters since.
  • 57 funds tracked by Wall St. Rank held PIMCO New York Municipal Income Fund II as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.