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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
$2.74M +$215K +19,983 +9%
WS
2
Wedbush Securities
California
$1.32M +$5.39K +500 +0.4%
UBS Group
3
UBS Group
Switzerland
$1.08M -$18.6K -1,725 -2%
Morgan Stanley
4
Morgan Stanley
New York
$1.01M -$105K -9,786 -10%
GSWM
5
Golden State Wealth Management
California
$701K +$7.41K +688 +1%
DADC
6
D.A. Davidson & Co
Montana
$548K -$7.05K -654 -1%
Wells Fargo
7
Wells Fargo
California
$441K +$235K +21,802 +123%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$423K +$2.44K +226 +0.6%
LPL Financial
9
LPL Financial
California
$386K -$8.62K -800 -2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$268K – – –
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$246K +$237K +22,000 New
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$246K +$237K +22,000 New
SWP
13
Stratos Wealth Partners
Ohio
$212K -$79.1K -7,346 -28%
HCM
14
Hollencrest Capital Management
California
$181K – – –
RJA
15
Raymond James & Associates
Florida
$173K +$20.8K +1,933 +14%
Bank of America
16
Bank of America
North Carolina
$139K -$137K -12,728 -51%
GJIC
17
Gamble Jones Investment Counsel
California
$112K +$108K +10,000 New
RFA
18
Reilly Financial Advisors
California
$67K – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$35K +$8.08K +750 +32%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$22K – – –
ETI
21
Enterprise Trust & Investment
California
$18K +$17.8K +1,650 New
AF
22
Allworth Financial
California
$11K +$10.8K +1,000 New
FIA
23
FNY Investment Advisers
New York
$3K +$431 +40 +14%
AG
24
Advisor Group
Arizona
– -$125K -11,393 Closed
IP
25
Intellectus Partners
California
– -$84K -7,559 Closed
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