NWMP
PZC

Noble Wealth Management PBC’s PIMCO California Municipal Income Fund III PZC Stock Holding History

Noble Wealth Management PBC’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 		$13K Hold
2,000
– – 0.01% 340
2024
Q4 		$13.7K Buy
+2,000
New +$14.4K 0.01% 314

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

Noble Wealth Management PBC's PZC Position: Q1 2025 in Review

Noble Wealth Management PBC held its PIMCO California Municipal Income Fund III (PZC) position steady in Q1 2025 at 2,000 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #340.

Noble Wealth Management PBC first reported a position in PZC in Q4 2024 and has held it in 2 quarters since. The position peaked at $13.7K in Q4 2024. 35 funds tracked by Wall St. Rank hold PZC as of Q1 2025.

  • Noble Wealth Management PBC held 2,000 shares of PIMCO California Municipal Income Fund III worth $13K as of Q1 2025.
  • Noble Wealth Management PBC left its PIMCO California Municipal Income Fund III share count unchanged in Q1 2025.
  • PIMCO California Municipal Income Fund III made up 0.01% of Noble Wealth Management PBC's portfolio in Q1 2025, its #340 holding.
  • Noble Wealth Management PBC first reported a position in PIMCO California Municipal Income Fund III in Q4 2024 and has held it in 2 quarters since.
  • Noble Wealth Management PBC's PIMCO California Municipal Income Fund III position peaked at $13.7K in Q4 2024.
  • 35 funds tracked by Wall St. Rank held PIMCO California Municipal Income Fund III as of Q1 2025.

Based on Noble Wealth Management PBC's 13F filing for Q1 2025, filed 15 Apr 2025.