SAI
PML

Savvy Advisors Inc’s PIMCO Municipal Income Fund II PML Stock Holding History

Savvy Advisors Inc’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
2026
Q1 		$125K Hold
16,553
– – ﹤0.01% 1097
2025
Q4 		$125K Buy
+16,553
New +$129K ﹤0.01% 983

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Savvy Advisors Inc's PML Position: Q1 2026 in Review

Savvy Advisors Inc held its PIMCO Municipal Income Fund II (PML) position steady in Q1 2026 at 16,553 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Savvy Advisors Inc first reported a position in PML in Q4 2025 and has held it in 2 quarters since. 155 funds tracked by Wall St. Rank hold PML as of Q1 2026.

  • Savvy Advisors Inc held 16,553 shares of PIMCO Municipal Income Fund II worth $125K as of Q1 2026.
  • Savvy Advisors Inc left its PIMCO Municipal Income Fund II share count unchanged in Q1 2026.
  • PIMCO Municipal Income Fund II made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #1097 holding.
  • Savvy Advisors Inc first reported a position in PIMCO Municipal Income Fund II in Q4 2025 and has held it in 2 quarters since.
  • 155 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund II as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.