WS
PZC

Wedbush Securities’s PIMCO California Municipal Income Fund III PZC Stock Holding History

Wedbush Securities’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
-12,034
Closed -$75K – 1245
2025
Q2 		$75K Sell
12,034
-8,700
-42% -$54.6K ﹤0.01% 1120
2025
Q1 		$135K Hold
20,734
– – 0.01% 1047
2024
Q4 		$142K Buy
+20,734
New +$149K 0.01% 1061
2020
Q4 		– Sell
-97,243
Closed -$1.03M – 959
2020
Q3 		$1.03M Sell
97,243
-18,974
-16% -$201K 0.1% 220
2020
Q2 		$1.17M Sell
116,217
-2,000
-2% -$19.5K 0.11% 191
2020
Q1 		$1.15M Hold
118,217
– – 0.14% 152
2019
Q4 		$1.35M Buy
118,217
+2,000
+2% +$22.8K 0.12% 188
2019
Q3 		$1.3M Sell
116,217
-1,500
-1% -$16.9K 0.13% 186
2019
Q2 		$1.32M Buy
117,717
+500
+0.4% +$5.39K 0.13% 176
2019
Q1 		$1.29M Sell
117,217
-1,000
-0.8% -$10.6K 0.14% 173
2018
Q4 		$1.13M Buy
+118,217
New +$1.14M 0.14% 172

Other funds holding PZC

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

Wedbush Securities's PZC Position: Q3 2025 in Review

Wedbush Securities sold out of PIMCO California Municipal Income Fund III (PZC) in Q3 2025, closing a stake of 12,034 shares — an estimated $75K sold.

Wedbush Securities first reported a position in PZC in Q4 2018 and held it in 11 quarters. The position peaked at $1.35M in Q4 2019. 1 fund tracked by Wall St. Rank holds PZC as of Q3 2025.

  • Wedbush Securities reported no remaining PIMCO California Municipal Income Fund III position as of Q3 2025 after selling out during the quarter.
  • Wedbush Securities sold 12,034 PIMCO California Municipal Income Fund III shares in Q3 2025, an estimated $75K.
  • Wedbush Securities first reported a position in PIMCO California Municipal Income Fund III in Q4 2018 and held it in 11 quarters.
  • Wedbush Securities's PIMCO California Municipal Income Fund III position peaked at $1.35M in Q4 2019.
  • 1 fund tracked by Wall St. Rank held PIMCO California Municipal Income Fund III as of Q3 2025.

Based on Wedbush Securities's 13F filing for Q3 2025, filed 6 Nov 2025.