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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
$4.83M +$251K +24,034 +6%
UBS Group
2
UBS Group
Switzerland
$2.91M +$543K +52,089 +23%
Morgan Stanley
3
Morgan Stanley
New York
$1.39M +$77.8K +7,461 +6%
RCM
4
Robinson Capital Management
Michigan
$1.11M -$530K -50,802 -33%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$860K -$14.4K -1,382 -2%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$795K +$786K +75,335 New
GSWM
7
Golden State Wealth Management
California
$751K +$2.46K +236 +0.3%
AAM
8
Advisors Asset Management
Colorado
$616K +$367K +35,228 +152%
C
9
Certuity
Florida
$528K – – –
ACA
10
Ackerman Capital Advisors
Texas
$517K -$352K -33,753 -41%
LPL Financial
11
LPL Financial
California
$461K – – –
MIAN
12
Mariner Independent Advisor Network
Kansas
$387K – – –
Bank of America
13
Bank of America
North Carolina
$381K +$155K +14,828 +70%
Wells Fargo
14
Wells Fargo
California
$377K -$49.8K -4,778 -12%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$322K – – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$320K +$1.29K +124 +0.4%
Osaic Holdings
17
Osaic Holdings
Arizona
$305K -$20.9K -2,000 -6%
Invesco
18
Invesco
Georgia
$290K -$170K -16,309 -37%
CAM
19
Cresset Asset Management
Illinois
$228K +$224K +21,490 New
GJIC
20
Gamble Jones Investment Counsel
California
$211K +$104K +10,000 +100%
SWP
21
Stratos Wealth Partners
Ohio
$204K – – –
IP
22
Intellectus Partners
California
$190K -$10.4K -1,000 -5%
HCM
23
Hollencrest Capital Management
California
$123K – – –
EWF
24
Epstein & White Financial
California
$107K +$1K +96 +1%
Citadel Advisors
25
Citadel Advisors
Florida
$106K +$104K +10,000 New
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