IFG
PZC

Independent Financial Group’s PIMCO California Municipal Income Fund III PZC Stock Holding History

Independent Financial Group’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
Q1 		– Sell
-10,900
Closed -$74.9K – 1247
2024
Q4 		$74.9K Hold
10,900
– – ﹤0.01% 1142
2024
Q3 		$81.8K Hold
10,900
– – ﹤0.01% 1110
2024
Q2 		$78.3K Sell
10,900
-2,559
-19% -$18.3K ﹤0.01% 1062
2024
Q1 		$102K Buy
13,459
+86
+0.6% +$647 ﹤0.01% 983
2023
Q4 		$98.6K Buy
13,373
+93
+0.7% +$641 0.01% 923
2023
Q3 		$91K Buy
13,280
+80
+0.6% +$612 0.01% 871
2023
Q2 		$102K Hold
13,200
– – 0.01% 846
2023
Q1 		$102K Buy
+13,200
New +$103K 0.01% 807

Other funds holding PZC

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return

Independent Financial Group's PZC Position: Q1 2025 in Review

Independent Financial Group sold out of PIMCO California Municipal Income Fund III (PZC) in Q1 2025, closing a stake of 10,900 shares — an estimated $74.9K sold.

Independent Financial Group first reported a position in PZC in Q1 2023 and held it in 8 quarters. The position peaked at $102K in Q1 2023. 35 funds tracked by Wall St. Rank hold PZC as of Q1 2025.

  • Independent Financial Group reported no remaining PIMCO California Municipal Income Fund III position as of Q1 2025 after selling out during the quarter.
  • Independent Financial Group sold 10,900 PIMCO California Municipal Income Fund III shares in Q1 2025, an estimated $74.9K.
  • Independent Financial Group first reported a position in PIMCO California Municipal Income Fund III in Q1 2023 and held it in 8 quarters.
  • Independent Financial Group's PIMCO California Municipal Income Fund III position peaked at $102K in Q1 2023.
  • 35 funds tracked by Wall St. Rank held PIMCO California Municipal Income Fund III as of Q1 2025.

Based on Independent Financial Group's 13F filing for Q1 2025, filed 19 May 2026.