FP
PMX

Financial Perspectives’s PIMCO Municipal Income Fund III PMX Stock Holding History

Financial Perspectives’s Portfolio PMX Stock Details PMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-990
Closed -$7.09K – 731
2025
Q1 		$7.09K Hold
990
– – ﹤0.01% 539
2024
Q4 		$7.29K Hold
990
– – ﹤0.01% 539
2024
Q3 		$8.18K Hold
990
– – ﹤0.01% 491
2024
Q2 		$7.8K Hold
990
– – ﹤0.01% 488
2024
Q1 		$7.39K Buy
+990
New +$7.38K ﹤0.01% 486

Other funds holding PMX

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Financial Perspectives's PMX Position: Q2 2025 in Review

Financial Perspectives sold out of PIMCO Municipal Income Fund III (PMX) in Q2 2025, closing a stake of 990 shares — an estimated $7.09K sold.

Financial Perspectives first reported a position in PMX in Q1 2024 and held it in 5 quarters. The position peaked at $8.18K in Q3 2024. 63 funds tracked by Wall St. Rank hold PMX as of Q2 2025.

  • Financial Perspectives reported no remaining PIMCO Municipal Income Fund III position as of Q2 2025 after selling out during the quarter.
  • Financial Perspectives sold 990 PIMCO Municipal Income Fund III shares in Q2 2025, an estimated $7.09K.
  • Financial Perspectives first reported a position in PIMCO Municipal Income Fund III in Q1 2024 and held it in 5 quarters.
  • Financial Perspectives's PIMCO Municipal Income Fund III position peaked at $8.18K in Q3 2024.
  • 63 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q2 2025.

Based on Financial Perspectives's 13F filing for Q2 2025, filed 30 Jul 2025.