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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
AAM
1
Advisors Asset Management
Colorado
$2.74M +$530K +63,952 +20%
GC
2
Guggenheim Capital
Illinois
$2.67M -$118K -14,269 -4%
UBS Group
3
UBS Group
Switzerland
$2.01M -$643K -77,542 -22%
Morgan Stanley
4
Morgan Stanley
New York
$1.79M +$10.9K +1,311 +0.5%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$1.22M +$612K +73,811 +79%
AWS
6
Atria Wealth Solutions
New York
$710K +$803K +96,943 New
RCM
7
Rivernorth Capital Management
Florida
$449K +$259K +31,224 +103%
Bank of America
8
Bank of America
North Carolina
$285K +$17.9K +2,166 +6%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$224K
SFS
10
Sowell Financial Services
Arkansas
$223K +$252K +30,401 New
Osaic Holdings
11
Osaic Holdings
Arizona
$222K
Wells Fargo
12
Wells Fargo
California
$201K -$37.2K -4,493 -14%
IP
13
Intellectus Partners
California
$195K
RJFSA
14
Raymond James Financial Services Advisors
Florida
$154K +$11.4K +1,375 +7%
GJIC
15
Gamble Jones Investment Counsel
California
$146K
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$117K -$48.7K -5,873 -27%
TWM
17
TriaGen Wealth Management
California
$95K +$108K +13,000 New
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$87K +$99.9K +12,057 New
HCM
19
Hollencrest Capital Management
California
$75K
RPCA
20
Running Point Capital Advisors
California
$73K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$66K
BCM
22
Bourgeon Capital Management
Connecticut
$36K
CCM
23
Covington Capital Management
California
$36K
SPIA
24
Steward Partners Investment Advisory
New York
$36K
WWMSC
25
Wagner Wealth Management (South Carolina)
South Carolina
$11K