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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 |
SPIA
26
Steward Partners Investment Advisory
New York
| $42.7K | – | – | – |
|
| 27 |
BCM
27
Bourgeon Capital Management
Darien,
Connecticut
| $38.8K | – | – | – |
|
| 28 |
WAM
28
Wolverine Asset Management
Chicago,
Illinois
| $14.9K | +$15.1K | +1,925 | New |
|
| 29 |
HCM
29
Hollencrest Capital Management
Newport Beach,
California
| $9.31K | – | – | – |
|
| 30 |
MWM
30
Mascoma Wealth Management
Hanover,
New Hampshire
| $2.65K | – | – | – |
|
| 31 |
FIA
31
FNY Investment Advisers
New York
| $2K | – | – | – |
|
| 32 |
AWS
32
Atria Wealth Solutions
New York
| – | -$808K | -96,943 | Closed |
|
| 33 |
33
Citadel Advisors
Miami,
Florida
| – | -$135K | -16,174 | Closed |
|
| 34 |
RPCA
34
Running Point Capital Advisors
El Segundo,
California
| – | -$83.5K | -10,000 | Closed |
|