OPWM
PML

Oregon Pacific Wealth Management’s PIMCO Municipal Income Fund II PML Stock Holding History

Oregon Pacific Wealth Management’s Portfolio PML Stock Details PML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-16,566
Closed -$131K – 142
2025
Q3 		$131K Buy
+16,566
New +$122K 0.11% 138

Other funds holding PML

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Oregon Pacific Wealth Management's PML Position: Q4 2025 in Review

Oregon Pacific Wealth Management sold out of PIMCO Municipal Income Fund II (PML) in Q4 2025, closing a stake of 16,566 shares — an estimated $131K sold.

Oregon Pacific Wealth Management first reported a position in PML in Q3 2025 and held it in 1 quarter. The position peaked at $131K in Q3 2025. 168 funds tracked by Wall St. Rank hold PML as of Q4 2025.

  • Oregon Pacific Wealth Management reported no remaining PIMCO Municipal Income Fund II position as of Q4 2025 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 16,566 PIMCO Municipal Income Fund II shares in Q4 2025, an estimated $131K.
  • Oregon Pacific Wealth Management first reported a position in PIMCO Municipal Income Fund II in Q3 2025 and held it in 1 quarter.
  • Oregon Pacific Wealth Management's PIMCO Municipal Income Fund II position peaked at $131K in Q3 2025.
  • 168 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund II as of Q4 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.