SPIA
PNF

Steward Partners Investment Advisory’s PIMCO New York Municipal Income Fund PNF Stock Holding History

Steward Partners Investment Advisory’s Portfolio PNF Stock Details PNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,095
Closed -$21.6K – 4359
2025
Q2 		$21.6K Buy
3,095
+43
+1% +$301 ﹤0.01% 2887
2025
Q1 		$22.9K Buy
+3,052
New +$23.2K ﹤0.01% 2751
2021
Q4 		– Sell
-6,900
Closed -$86K – 3285
2021
Q3 		$86K Buy
6,900
+100
+1% +$1.3K ﹤0.01% 1620
2021
Q2 		$88K Hold
6,800
– – ﹤0.01% 2434
2021
Q1 		$81.5K Hold
6,800
– – ﹤0.01% 1720
2020
Q4 		$79K Hold
6,800
– – ﹤0.01% 1465
2020
Q3 		$78K Hold
6,800
– – ﹤0.01% 1316
2020
Q2 		$78K Buy
6,800
+400
+6% +$4.39K ﹤0.01% 1246
2020
Q1 		$69K Buy
+6,400
New +$81.5K ﹤0.01% 1141

Other funds holding PNF

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

Steward Partners Investment Advisory's PNF Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of PIMCO New York Municipal Income Fund (PNF) in Q3 2025, closing a stake of 3,095 shares — an estimated $21.6K sold.

Steward Partners Investment Advisory first reported a position in PNF in Q1 2020 and held it in 9 quarters. The position peaked at $88K in Q2 2021. 1 fund tracked by Wall St. Rank holds PNF as of Q3 2025.

  • Steward Partners Investment Advisory reported no remaining PIMCO New York Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 3,095 PIMCO New York Municipal Income Fund shares in Q3 2025, an estimated $21.6K.
  • Steward Partners Investment Advisory first reported a position in PIMCO New York Municipal Income Fund in Q1 2020 and held it in 9 quarters.
  • Steward Partners Investment Advisory's PIMCO New York Municipal Income Fund position peaked at $88K in Q2 2021.
  • 1 fund tracked by Wall St. Rank held PIMCO New York Municipal Income Fund as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.