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Summit Financial’s PIMCO Municipal Income Fund II PML Stock Holding History

Summit Financial’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
2025
Q4 		– Sell
-15,371
Closed -$122K – 1320
2025
Q3 		$122K Buy
+15,371
New +$113K ﹤0.01% 1216

Other funds holding PML

BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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 $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Summit Financial's PML Position: Q4 2025 in Review

Summit Financial sold out of PIMCO Municipal Income Fund II (PML) in Q4 2025, closing a stake of 15,371 shares — an estimated $122K sold.

Summit Financial first reported a position in PML in Q3 2025 and held it in 1 quarter. The position peaked at $122K in Q3 2025. 168 funds tracked by Wall St. Rank hold PML as of Q4 2025.

  • Summit Financial reported no remaining PIMCO Municipal Income Fund II position as of Q4 2025 after selling out during the quarter.
  • Summit Financial sold 15,371 PIMCO Municipal Income Fund II shares in Q4 2025, an estimated $122K.
  • Summit Financial first reported a position in PIMCO Municipal Income Fund II in Q3 2025 and held it in 1 quarter.
  • Summit Financial's PIMCO Municipal Income Fund II position peaked at $122K in Q3 2025.
  • 168 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund II as of Q4 2025.

Based on Summit Financial's 13F filing for Q4 2025, filed 13 Feb 2026.