UFPG
PNI

United Financial Planning Group’s PIMCO New York Municipal Income Fund II PNI Stock Holding History

United Financial Planning Group’s Portfolio PNI Stock Details PNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.1K Buy
+1,564
New +$10.9K 0.01% 236

Other funds holding PNI

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM

United Financial Planning Group's PNI Position: Q2 2026 in Review

United Financial Planning Group opened a new position in PIMCO New York Municipal Income Fund II (PNI) in Q2 2026: 1,564 shares worth $11.1K. The stake represents 0.01% of the portfolio and ranks #236 among its holdings.

56 funds tracked by Wall St. Rank hold PNI as of Q2 2026.

  • United Financial Planning Group held 1,564 shares of PIMCO New York Municipal Income Fund II worth $11.1K as of Q2 2026.
  • PIMCO New York Municipal Income Fund II was a new United Financial Planning Group position in Q2 2026.
  • PIMCO New York Municipal Income Fund II made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #236 holding.
  • 56 funds tracked by Wall St. Rank held PIMCO New York Municipal Income Fund II as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.