DWM
PYN

Dopkins Wealth Management’s PIMCO New York Municipal Income Fund III PYN Stock Holding History

Dopkins 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
-16,575
Closed -$86.9K – 83
2025
Q2 		$86.9K Hold
16,575
– – 0.04% 81
2025
Q1 		$93.5K Hold
16,575
– – 0.05% 83
2024
Q4 		$94K Hold
16,575
– – 0.05% 86
2024
Q3 		$104K Hold
16,575
– – 0.08% 66
2024
Q2 		$97.8K Hold
16,575
– – 0.06% 81
2024
Q1 		$97.3K Hold
16,575
– – 0.06% 83
2023
Q4 		$98.8K Hold
16,575
– – 0.08% 45
2023
Q3 		$88K Hold
16,575
– – 0.07% 55
2023
Q2 		$104K Hold
16,575
– – 0.09% 40
2023
Q1 		$107K Hold
16,575
– – 0.1% 39
2022
Q4 		$113K Hold
16,575
– – 0.1% 42
2022
Q3 		$114K Hold
16,575
– – 0.13% 40
2022
Q2 		$130K Hold
16,575
– – 0.14% 37
2022
Q1 		$143K Hold
16,575
– – 0.16% 37
2021
Q4 		$154K Buy
+16,575
New +$162K 0.15% 38

Other funds holding PYN

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

Dopkins Wealth Management's PYN Position: Q3 2025 in Review

Dopkins Wealth Management sold out of PIMCO New York Municipal Income Fund III (PYN) in Q3 2025, closing a stake of 16,575 shares — an estimated $86.9K sold.

Dopkins Wealth Management first reported a position in PYN in Q4 2021 and held it in 15 quarters. The position peaked at $154K in Q4 2021. 1 fund tracked by Wall St. Rank holds PYN as of Q3 2025.

  • Dopkins Wealth Management reported no remaining PIMCO New York Municipal Income Fund III position as of Q3 2025 after selling out during the quarter.
  • Dopkins Wealth Management sold 16,575 PIMCO New York Municipal Income Fund III shares in Q3 2025, an estimated $86.9K.
  • Dopkins Wealth Management first reported a position in PIMCO New York Municipal Income Fund III in Q4 2021 and held it in 15 quarters.
  • Dopkins Wealth Management's PIMCO New York Municipal Income Fund III position peaked at $154K in Q4 2021.
  • 1 fund tracked by Wall St. Rank held PIMCO New York Municipal Income Fund III as of Q3 2025.

Based on Dopkins Wealth Management's 13F filing for Q3 2025, filed 14 Oct 2025.