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PZC

PIMCO California Municipal Income Fund III

Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$2.06M -$185K -17,484 -8%
Morgan Stanley
2
Morgan Stanley
New York
$969K -$45.9K -4,334 -4%
UBS Group
3
UBS Group
Switzerland
$836K -$665K -62,814 -43%
Invesco
4
Invesco
Georgia
$811K -$21.4K -2,021 -2%
DADC
5
D.A. Davidson & Co
Montana
$568K +$21.3K +2,012 +4%
Bank of America
6
Bank of America
North Carolina
$437K +$94.9K +8,967 +26%
LPL Financial
7
LPL Financial
California
$395K
SWP
8
Stratos Wealth Partners
Ohio
$349K -$11.6K -1,100 -3%
HCM
9
Hollencrest Capital Management
California
$344K +$175K +16,526 +104%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$290K -$3.84K -363 -1%
Wells Fargo
11
Wells Fargo
California
$286K -$12.4K -1,174 -4%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$244K +$54K +5,100 +27%
PAM
13
Private Asset Management
California
$234K -$168K -15,900 -41%
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$217K -$69.9K -6,600 -24%
AG
15
Advisor Group
Arizona
$115K +$43.4K +4,100 +57%
GJIC
16
Gamble Jones Investment Counsel
California
$102K
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$91K
RFA
18
Reilly Financial Advisors
California
$61K
WAS
19
WESPAC Advisors SoCal
California
$28K
IA
20
IFP Advisors
Florida
$27K +$191 +18 +0.7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$24K
WWMSC
22
Wagner Wealth Management (South Carolina)
South Carolina
$16K
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$13K
FIA
24
FNY Investment Advisers
New York
$1K
GBBWRPM
25
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$43K -4,158 Closed