Blue Bell Private Wealth Management’s PIMCO New York Municipal Income Fund PNF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-2,626
Closed -$18.4K 760
2025
Q2
$18.4K Buy
2,626
+2,216
+540% +$15.5K ﹤0.01% 478
2025
Q1
$3.07K Hold
410
﹤0.01% 609
2024
Q4
$3.05K Buy
+410
New +$3.27K ﹤0.01% 575

Other funds holding PNF

Blue Bell Private Wealth Management's PNF Position: Q3 2025 in Review

Blue Bell Private Wealth Management sold out of PIMCO New York Municipal Income Fund (PNF) in Q3 2025, closing a stake of 2,626 shares — an estimated $18.4K sold.

Blue Bell Private Wealth Management first reported a position in PNF in Q4 2024 and held it in 3 quarters. The position peaked at $18.4K in Q2 2025. 1 fund tracked by Wall St. Rank holds PNF as of Q3 2025.

  • Blue Bell Private Wealth Management reported no remaining PIMCO New York Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 2,626 PIMCO New York Municipal Income Fund shares in Q3 2025, an estimated $18.4K.
  • Blue Bell Private Wealth Management first reported a position in PIMCO New York Municipal Income Fund in Q4 2024 and held it in 3 quarters.
  • Blue Bell Private Wealth Management's PIMCO New York Municipal Income Fund position peaked at $18.4K in Q2 2025.
  • 1 fund tracked by Wall St. Rank held PIMCO New York Municipal Income Fund as of Q3 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.