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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 |
HCM
26
Hollencrest Capital Management
Newport Beach,
California
| $8.84K | – | – | – |
|
| 27 |
MWM
27
Mascoma Wealth Management
Hanover,
New Hampshire
| $2.53K | – | – | – |
|
| 28 |
FIA
28
FNY Investment Advisers
New York
| $2K | – | – | – |
|
| 29 |
29
JP Morgan Chase
New York
| $302 | +$283 | +41 | New |
|
| 30 |
IP
30
Intellectus Partners
San Francisco,
California
| – | -$222K | -32,316 | Closed |
|
| 31 |
31
Cerity Partners
New York
| – | -$137K | -20,000 | Closed |
|
| 32 |
32
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$95K | -13,871 | Closed |
|
| 33 |
TWM
33
TriaGen Wealth Management
Calabasas,
California
| – | -$91.8K | -13,400 | Closed |
|
| 34 |
VF
34
Virtu Financial
New York
| – | -$78K | -11,390 | Closed |
|
| 35 |
SPIA
35
Steward Partners Investment Advisory
New York
| – | -$77.4K | -11,300 | Closed |
|