SFS
PZC

Sowell Financial Services’s PIMCO California Municipal Income Fund III PZC Stock Holding History

Sowell Financial Services’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
Q3 		– Sell
-17,204
Closed -$107K – 1122
2025
Q2 		$107K Sell
17,204
-177
-1% -$1.11K ﹤0.01% 1007
2025
Q1 		$113K Buy
+17,381
New +$117K 0.01% 972
2024
Q3 		– Sell
-33,965
Closed -$224K – 573
2024
Q2 		$224K Sell
33,965
-4,517
-12% -$32.3K 0.01% 515
2024
Q1 		$263K Buy
38,482
+369
+1% +$2.78K 0.01% 522
2023
Q4 		$256K Sell
38,113
-2,470
-6% -$17K 0.01% 504
2023
Q3 		$249K Sell
40,583
-2,785
-6% -$21.3K 0.02% 480
2023
Q2 		$303K Buy
43,368
+22,921
+112% +$177K 0.02% 510
2023
Q1 		$159K Sell
20,447
-7,860
-28% -$61.6K 0.01% 705
2022
Q4 		$237K Sell
28,307
-2,094
-7% -$16.9K 0.02% 509
2022
Q3 		$223K Buy
+30,401
New +$252K 0.02% 392
2017
Q1 		– Sell
-9,000
Closed -$106K – 506
2016
Q4 		$106K Buy
+9,000
New +$105K 0.04% 266

Other funds holding PZC

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sowell Financial Services's PZC Position: Q3 2025 in Review

Sowell Financial Services sold out of PIMCO California Municipal Income Fund III (PZC) in Q3 2025, closing a stake of 17,204 shares — an estimated $107K sold.

Sowell Financial Services first reported a position in PZC in Q4 2016 and held it in 11 quarters. The position peaked at $303K in Q2 2023. 1 fund tracked by Wall St. Rank holds PZC as of Q3 2025.

  • Sowell Financial Services reported no remaining PIMCO California Municipal Income Fund III position as of Q3 2025 after selling out during the quarter.
  • Sowell Financial Services sold 17,204 PIMCO California Municipal Income Fund III shares in Q3 2025, an estimated $107K.
  • Sowell Financial Services first reported a position in PIMCO California Municipal Income Fund III in Q4 2016 and held it in 11 quarters.
  • Sowell Financial Services's PIMCO California Municipal Income Fund III position peaked at $303K in Q2 2023.
  • 1 fund tracked by Wall St. Rank held PIMCO California Municipal Income Fund III as of Q3 2025.

Based on Sowell Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.