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PZC

PIMCO California Municipal Income Fund III
PZC

Delisted

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

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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1
Guggenheim Capital
Illinois
$2.28M -$420K -42,156 -16%
UBS Group
2
UBS Group
Switzerland
$1.5M +$770K +77,173 +114%
Morgan Stanley
3
Morgan Stanley
New York
$1.03M -$135K -13,543 -12%
Invesco
4
Invesco
Georgia
$848K -$8.21K -823 -1%
DADC
5
D.A. Davidson & Co
Montana
$558K -$130K -13,042 -19%
LPL Financial
6
LPL Financial
California
$403K +$24.9K +2,500 +7%
PAM
7
Private Asset Management
California
$403K +$388K +38,900 New
SWP
8
Stratos Wealth Partners
Ohio
$367K – – –
Bank of America
9
Bank of America
North Carolina
$353K -$86K -8,623 -20%
Wells Fargo
10
Wells Fargo
California
$304K +$42.5K +4,260 +17%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$301K -$18K -1,802 -6%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$290K – – –
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$195K +$188K +18,822 New
HCM
14
Hollencrest Capital Management
California
$165K +$34.9K +3,500 +28%
GJIC
15
Gamble Jones Investment Counsel
California
$104K – – –
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$87K – – –
AG
17
Advisor Group
Arizona
$75K – – –
RFA
18
Reilly Financial Advisors
California
$62K +$59.8K +6,000 New
GBBWRPM
19
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$43K – – –
IA
20
IFP Advisors
Florida
$28K +$5.3K +532 +25%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$25K – – –
WWMSC
22
Wagner Wealth Management (South Carolina)
South Carolina
$16K +$15.5K +1,550 New
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$13K +$12.5K +1,249 New
FIA
24
FNY Investment Advisers
New York
$1K +$1.79K +180 New
MIG
25
Mariner Investment Group
New York
– -$356K -36,917 Closed
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