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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
$2.94M +$259K +24,065 +9%
WS
2
Wedbush Securities
California
$1.15M
UBS Group
3
UBS Group
Switzerland
$1.09M +$303K +28,199 +34%
Morgan Stanley
4
Morgan Stanley
New York
$1.07M +$189K +17,529 +19%
C
5
Certuity
Florida
$803K
Invesco
6
Invesco
Georgia
$734K +$193K +17,911 +31%
GSWM
7
Golden State Wealth Management
California
$669K +$739K +68,705 New
WAM
8
Wolverine Asset Management
Illinois
$631K +$698K +64,860 New
Wells Fargo
9
Wells Fargo
California
$553K -$56.3K -5,233 -8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$502K +$2.17K +202 +0.4%
Bank of America
11
Bank of America
North Carolina
$395K +$4.11K +382 +1%
LPL Financial
12
LPL Financial
California
$347K
RCM
13
Robinson Capital Management
Michigan
$322K +$356K +33,065 New
MA
14
MUFG Americas
New York
$279K +$308K +28,620 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$257K +$26.3K +2,450 +10%
LCM
16
Landscape Capital Management
New Jersey
$172K +$190K +17,659 New
HCM
17
Hollencrest Capital Management
California
$158K
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$114K +$126K +11,672 New
EWF
19
Epstein & White Financial
California
$113K +$538 +50 +0.4%
GJIC
20
Gamble Jones Investment Counsel
California
$97K
Osaic Holdings
21
Osaic Holdings
Arizona
$89K +$99.1K +9,211 New
RFA
22
Reilly Financial Advisors
California
$58K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$30K
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$26K +$28.5K +2,649 New
ETI
25
Enterprise Trust & Investment
California
$16K