RP
PNI

Riverbridge Partners’s PIMCO New York Municipal Income Fund II PNI Stock Holding History

Riverbridge Partners’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 		$1.58M Sell
223,041
-220
-0.1% -$1.54K 0.04% 131
2026
Q1 		$1.53M Buy
223,261
+20,682
+10% +$145K 0.04% 136
2025
Q4 		$1.4M Buy
202,579
+67,586
+50% +$469K 0.03% 137
2025
Q3 		$938K Buy
134,993
+22,622
+20% +$151K 0.02% 132
2025
Q2 		$755K Buy
112,371
+4,268
+4% +$28.8K 0.01% 138
2025
Q1 		$765K Buy
108,103
+9,169
+9% +$66.3K 0.01% 133
2024
Q4 		$708K Buy
+98,934
New +$739K 0.01% 131

Other funds holding PNI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
FIA
FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return