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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
Q2 		$537K Hold
75,711
– – 0.26% 82
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

Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Whitebox Advisors
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM

Beckerman Institutional's PNI Position: Q2 2026 in Review

Beckerman Institutional held its PIMCO New York Municipal Income Fund II (PNI) position steady in Q2 2026 at 75,711 shares worth $537K. The position accounts for 0.26% of the portfolio, ranked #82.

Beckerman Institutional first reported a position in PNI in Q3 2024 and has held it in 6 quarters since. 56 funds tracked by Wall St. Rank hold PNI as of Q2 2026.

  • Beckerman Institutional held 75,711 shares of PIMCO New York Municipal Income Fund II worth $537K as of Q2 2026.
  • Beckerman Institutional left its PIMCO New York Municipal Income Fund II share count unchanged in Q2 2026.
  • PIMCO New York Municipal Income Fund II made up 0.26% of Beckerman Institutional's portfolio in Q2 2026, its #82 holding.
  • Beckerman Institutional first reported a position in PIMCO New York Municipal Income Fund II in Q3 2024 and has held it in 6 quarters since.
  • 56 funds tracked by Wall St. Rank held PIMCO New York Municipal Income Fund II as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.