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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
$3.42M +$273K +33,855 +9%
GC
2
Guggenheim Capital
Illinois
$2.99M -$67.5K -8,380 -2%
UBS Group
3
UBS Group
Switzerland
$2.76M +$437K +54,215 +20%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$2.3M +$878K +108,956 +65%
Morgan Stanley
5
Morgan Stanley
New York
$1.48M -$547K -67,871 -28%
AWS
6
Atria Wealth Solutions
New York
$808K
RJFSA
7
Raymond James Financial Services Advisors
Florida
$365K +$182K +22,606 +107%
Bank of America
8
Bank of America
North Carolina
$364K +$36.7K +4,552 +12%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$309K +$201K +24,960 +207%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$257K
Osaic Holdings
11
Osaic Holdings
Arizona
$241K -$13.4K -1,666 -5%
SFS
12
Sowell Financial Services
Arkansas
$237K -$16.9K -2,094 -7%
IP
13
Intellectus Partners
California
$223K
Wells Fargo
14
Wells Fargo
California
$187K -$41.7K -5,170 -19%
GJIC
15
Gamble Jones Investment Counsel
California
$167K
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$151K +$16.2K +2,008 +12%
Citadel Advisors
17
Citadel Advisors
Florida
$135K +$130K +16,174 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$131K +$127K +15,740 New
TWM
19
TriaGen Wealth Management
California
$112K +$3.22K +400 +3%
MWM
20
Melfa Wealth Management
Massachusetts
$88K +$85K +10,540 New
RPCA
21
Running Point Capital Advisors
California
$83.5K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$78K +$3.22K +400 +4%
SPIA
23
Steward Partners Investment Advisory
New York
$45.9K +$4.03K +500 +10%
BCM
24
Bourgeon Capital Management
Connecticut
$41.8K
HCM
25
Hollencrest Capital Management
California
$10K -$73.2K -9,083 -88%