NWMP
PNI

Noble Wealth Management PBC’s PIMCO New York Municipal Income Fund II PNI Stock Holding History

Noble Wealth Management PBC’s Portfolio PNI Stock Details PNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$157K Buy
+22,127
New +$155K 0.07% 177
2025
Q4 		– Sell
-25,602
Closed -$178K – 609
2025
Q3 		$178K Buy
+25,602
New +$171K 0.09% 146
2025
Q1 		$398K Sell
56,200
-6,125
-10% -$44.3K 0.27% 98
2024
Q4 		$446K Buy
+62,325
New +$465K 0.31% 87

Other funds holding PNI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
DWM
Dopkins Wealth Management Williamsville, New York $275M AUM 25.54% 1-Year Est. Return
FIA
FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return