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

Blue Bell Private Wealth Management’s Portfolio PYN Stock Details PYN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-24,235	Closed	-$127K	–	763
2025 Q2	$127K	Buy	24,235 +7,103	+41%	+$37.9K	0.02%	288
2025 Q1	$96.6K	Hold	17,132	–	–	0.02%	294
2024 Q4	$97.1K	Buy	17,132 +4,700	+38%	+$28.2K	0.02%	277
2024 Q3	$78.3K	Buy	+12,432	New	+$75.3K	0.02%	305

Other funds holding PYN

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

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

Blue Bell Private Wealth Management sold out of PIMCO New York Municipal Income Fund III (PYN) in Q3 2025, closing a stake of 24,235 shares — an estimated $127K sold.

Blue Bell Private Wealth Management first reported a position in PYN in Q3 2024 and held it in 4 quarters. The position peaked at $127K in Q2 2025. 1 fund tracked by Wall St. Rank holds PYN as of Q3 2025.

Blue Bell Private Wealth Management reported no remaining PIMCO New York Municipal Income Fund III position as of Q3 2025 after selling out during the quarter.
Blue Bell Private Wealth Management sold 24,235 PIMCO New York Municipal Income Fund III shares in Q3 2025, an estimated $127K.
Blue Bell Private Wealth Management first reported a position in PIMCO New York Municipal Income Fund III in Q3 2024 and held it in 4 quarters.
Blue Bell Private Wealth Management's PIMCO New York Municipal Income Fund III position peaked at $127K in Q2 2025.
1 fund tracked by Wall St. Rank held PIMCO New York Municipal Income Fund III as of Q3 2025.

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