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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
$3.91M -$321K -32,841 -7%
UBS Group
2
UBS Group
Switzerland
$1.86M -$382K -39,105 -16%
AAM
3
Advisors Asset Management
Colorado
$1.34M +$393K +40,166 +36%
Morgan Stanley
4
Morgan Stanley
New York
$1.29M -$101K -10,386 -7%
ACA
5
Ackerman Capital Advisors
Texas
$771K +$547K +55,982 +184%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$686K +$21K +2,151 +3%
GSWM
7
Golden State Wealth Management
California
$613K -$46.1K -4,719 -6%
RCM
8
Rivernorth Capital Management
Florida
$376K +$412K +42,132 New
Bank of America
9
Bank of America
North Carolina
$370K -$84.5K -8,643 -17%
WP
10
WealthSource Partners
California
$298K +$10.4K +1,065 +3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$266K – – –
Osaic Holdings
12
Osaic Holdings
Arizona
$258K – – –
IP
13
Intellectus Partners
California
$238K +$104K +10,616 +67%
Wells Fargo
14
Wells Fargo
California
$212K -$93.1K -9,525 -29%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$196K -$59.1K -6,051 -22%
VF
16
Virtu Financial
New York
$189K +$207K +21,201 New
GJIC
17
Gamble Jones Investment Counsel
California
$179K – – –
SWP
18
Stratos Wealth Partners
Ohio
$172K – – –
RJFSA
19
Raymond James Financial Services Advisors
Florida
$144K – – –
WAM
20
Wolverine Asset Management
Illinois
$139K +$152K +15,604 New
HCM
21
Hollencrest Capital Management
California
$92K – – –
RPCA
22
Running Point Capital Advisors
California
$89K +$97.7K +10,000 New
Creative Planning
23
Creative Planning
Kansas
$54K +$58.6K +6,000 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$51K – – –
CCM
25
Covington Capital Management
California
$45K +$48.9K +5,000 New
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