Core Wealth Partners’s PIMCO California Municipal Income Fund III PZC Stock Holding History

Core Wealth Partners’s Portfolio PZC Stock Details PZC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-96,446	Closed	-$601K	–	190
2025 Q2	$601K	Hold	96,446	–	–	0.3%	74
2025 Q1	$629K	Hold	96,446	–	–	0.37%	69
2024 Q4	$663K	Hold	96,446	–	–	0.38%	60
2024 Q3	$723K	Hold	96,446	–	–	0.44%	58
2024 Q2	$692K	Hold	96,446	–	–	0.47%	48
2024 Q1	$732K	Hold	96,446	–	–	0.55%	46
2023 Q4	$711K	Hold	96,446	–	–	0.58%	39
2023 Q3	$661K	Hold	96,446	–	–	0.6%	39
2023 Q2	$743K	Hold	96,446	–	–	0.69%	37
2023 Q1	$748K	Buy	+96,446	New	+$756K	0.75%	31

Other funds holding PZC

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

Core Wealth Partners's PZC Position: Q3 2025 in Review

Core Wealth Partners sold out of PIMCO California Municipal Income Fund III (PZC) in Q3 2025, closing a stake of 96,446 shares — an estimated $601K sold.

Core Wealth Partners first reported a position in PZC in Q1 2023 and held it in 10 quarters. The position peaked at $748K in Q1 2023. 1 fund tracked by Wall St. Rank holds PZC as of Q3 2025.

Core Wealth Partners reported no remaining PIMCO California Municipal Income Fund III position as of Q3 2025 after selling out during the quarter.
Core Wealth Partners sold 96,446 PIMCO California Municipal Income Fund III shares in Q3 2025, an estimated $601K.
Core Wealth Partners first reported a position in PIMCO California Municipal Income Fund III in Q1 2023 and held it in 10 quarters.
Core Wealth Partners's PIMCO California Municipal Income Fund III position peaked at $748K in Q1 2023.
1 fund tracked by Wall St. Rank held PIMCO California Municipal Income Fund III as of Q3 2025.

Based on Core Wealth Partners's 13F filing for Q3 2025, filed 4 Nov 2025.