Steward Partners Investment Advisory’s PIMCO Municipal Income Fund PMF Stock Holding History

Steward Partners Investment Advisory’s Portfolio PMF Stock Details PMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,815	Closed	-$52.2K	–	4126
2024 Q4	$52.2K	Hold	5,815	–	–	﹤0.01%	2310
2024 Q3	$60K	Hold	5,815	–	–	﹤0.01%	2139
2024 Q2	$53.3K	Buy	+5,815	New	+$53K	﹤0.01%	2072
2021 Q2	–	Sell	-2,784	Closed	-$40.1K	–	7327
2021 Q1	$40.1K	Buy	+2,784	New	+$39.6K	﹤0.01%	2099
2018 Q1	–	Sell	-230	Closed	-$2K	–	2297
2017 Q4	$2K	Sell	230 -225	-49%	-$2.97K	﹤0.01%	1714
2017 Q3	$6K	Hold	455	–	–	﹤0.01%	1249
2017 Q2	$6K	Sell	455 -145	-24%	-$1.96K	﹤0.01%	1178
2017 Q1	$7K	Buy	+600	New	+$8.41K	﹤0.01%	1041

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RCM

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HWAM

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SAM

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AAS

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GCP

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Partners Investment Advisory's PMF Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of PIMCO Municipal Income Fund (PMF) in Q1 2025, closing a stake of 5,815 shares — an estimated $52.2K sold.

Steward Partners Investment Advisory first reported a position in PMF in Q1 2017 and held it in 8 quarters. The position peaked at $60K in Q3 2024. 56 funds tracked by Wall St. Rank hold PMF as of Q1 2025.

Steward Partners Investment Advisory reported no remaining PIMCO Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 5,815 PIMCO Municipal Income Fund shares in Q1 2025, an estimated $52.2K.
Steward Partners Investment Advisory first reported a position in PIMCO Municipal Income Fund in Q1 2017 and held it in 8 quarters.
Steward Partners Investment Advisory's PIMCO Municipal Income Fund position peaked at $60K in Q3 2024.
56 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.