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PCK

Pimco California Municipal Income Fund II

Delisted

PCK was delisted on the 1st of August, 2025.

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$176K +$51 +9 +0%
LPL Financial
27
LPL Financial
California
$138K +$24.5K +4,291 +19%
BI
28
Bramshill Investments
Florida
$126K +$143K +25,000 New
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$116K +$132K +23,170 New
PFA
30
Pure Financial Advisors
California
$106K +$9.31K +1,633 +8%
Cerity Partners
31
Cerity Partners
New York
$100K
AWS
32
Atria Wealth Solutions
New York
$99.6K
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$94.8K +$108K +18,878 New
KIM
34
Karpus Investment Management
New York
$94.7K +$108K +18,857 New
MC
35
Matisse Capital
Oregon
$87.4K +$99.3K +17,408 New
SIA
36
Sit Investment Associates
Minnesota
$82K +$45.6K +8,000 +96%
LSC
37
Logan Stone Capital
Illinois
$69.6K -$17K -2,975 -18%
TWP
38
Tempus Wealth Planning
California
$68.2K
WWM
39
Western Wealth Management
Colorado
$65.1K
FFA
40
First Foundation Advisors
California
$64.1K
HCM
41
Hollencrest Capital Management
California
$54.2K
WDC
42
Woodward Diversified Capital
California
$52.3K -$6 -1 -0%
DADC
43
D.A. Davidson & Co
Montana
$51.8K -$9.73K -1,707 -14%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$36K -$95.6K -16,760 -70%
TIM
45
Tortoise Investment Management
New York
$22.6K
CSC
46
Caldwell Sutter Capital
California
$15.1K
FIA
47
FNY Investment Advisers
New York
$3K
RCM
48
Robinson Capital Management
Michigan
-$2.88M -480,226 Closed
SCA
49
Snowden Capital Advisors
New York
-$382K -64,141 Closed
Financial Engines Advisors
50
Financial Engines Advisors
California
-$115K -19,246 Closed