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PIMCO California Municipal Income Fund III

PZCDelisted Aug 4, 2025

PIMCO California Municipal Income Fund III was delisted on Aug 4, 2025; its insiders filed their last Form 4 on Aug 5, 2025; 38 institutions reported holding it in 13F filings for Q2 2025, worth $27.7M in total; no superinvestor held it.

Q3 2022 vs. Q2 2022

How the institutions holding PIMCO California Municipal Income Fund III changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of PZC: Q2 2022 compared with Q3 2022
MeasureQ2 2022Q3 2022Change
Holders2427+3
Shares1.69M1.90M+214.1K (+12.7%)
Value$13.9M$13.9M−$70.6K (−0.5%)

New holders (4)

Institutions that held PIMCO California Municipal Income Fund III at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to PZC in Q3 2022
InstitutionSharesValue% of portfolio
Atria Wealth Solutions, Inc.96,943$710.4K0.01%
Sowell Financial Services LLC30,401$223.0K0.02%
TriaGen Wealth Management LLC13,000$95.0K0.05%
Rockefeller Capital Management L.P.12,057$87.0K0.00%

Sold out (1)

Institutions that held PIMCO California Municipal Income Fund III at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of PZC in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Fortress Wealth Management, Inc.10,000$83.0K