Melfa Wealth Management’s PIMCO New York Municipal Income Fund PNF Stock Holding History

Melfa Wealth Management’s Portfolio PNF Stock Details PNF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-64,718	Closed	-$452K	–	203
2025 Q2	$452K	Buy	64,718 +4,719	+8%	+$33.1K	0.29%	84
2025 Q1	$449K	Hold	59,999	–	–	0.3%	83
2024 Q4	$446K	Hold	59,999	–	–	0.3%	86
2024 Q3	$498K	Sell	59,999 -918	-2%	-$7.33K	0.33%	80
2024 Q2	$477K	Buy	60,917 +100	+0.2%	+$769	0.33%	77
2024 Q1	$470K	Buy	60,817 +1,132	+2%	+$8.97K	0.34%	77
2023 Q4	$469K	Buy	59,685 +13,386	+29%	+$97.5K	0.44%	59
2023 Q3	$334K	Sell	46,299 -995	-2%	-$8.05K	0.36%	72
2023 Q2	$406K	Sell	47,294 -12,324	-21%	-$107K	0.41%	67
2023 Q1	$504K	Buy	59,618 +12,586	+27%	+$116K	0.5%	51
2022 Q4	$425K	Buy	+47,032	New	+$402K	0.44%	64

Other funds holding PNF

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

Melfa Wealth Management's PNF Position: Q3 2025 in Review

Melfa Wealth Management sold out of PIMCO New York Municipal Income Fund (PNF) in Q3 2025, closing a stake of 64,718 shares — an estimated $452K sold.

Melfa Wealth Management first reported a position in PNF in Q4 2022 and held it in 11 quarters. The position peaked at $504K in Q1 2023. 1 fund tracked by Wall St. Rank holds PNF as of Q3 2025.

Melfa Wealth Management reported no remaining PIMCO New York Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
Melfa Wealth Management sold 64,718 PIMCO New York Municipal Income Fund shares in Q3 2025, an estimated $452K.
Melfa Wealth Management first reported a position in PIMCO New York Municipal Income Fund in Q4 2022 and held it in 11 quarters.
Melfa Wealth Management's PIMCO New York Municipal Income Fund position peaked at $504K in Q1 2023.
1 fund tracked by Wall St. Rank held PIMCO New York Municipal Income Fund as of Q3 2025.

Based on Melfa Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.