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PZC
PIMCO California Municipal Income Fund III
PZC
PZC
Delisted
PZC was delisted on the 1st of August, 2025.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
WP
26
WealthSource Partners
San Luis Obispo,
California
| – | -$298K | -33,422 | Closed |
|
| 27 |
VF
27
Virtu Financial
New York
| – | -$189K | -21,201 | Closed |
|
| 28 |
SWP
28
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$172K | -19,296 | Closed |
|
| 29 |
WAM
29
Wolverine Asset Management
Chicago,
Illinois
| – | -$139K | -15,604 | Closed |
|
| 30 |
30
Creative Planning
Overland Park,
Kansas
| – | -$54K | -6,000 | Closed |
|
| 31 |
PO
31
Private Ocean
San Rafael,
California
| – | -$36K | -4,000 | Closed |
|