PIMCO California Municipal Income Fund III
PZCDelisted Aug 4, 2025- SEC CIK
- 0001181504
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.
Q1 2023 vs. Q4 2022
How the institutions holding PIMCO California Municipal Income Fund III changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 27 | 1 | 31 | +5 |
| Shares | 2.04M | 20.0K | 2.29M | +278.3K (+13.8%) |
| Value | $17.0M | $167.0K | $17.8M | +$972.1K (+5.8%) |
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (8)
Institutions that held PIMCO California Municipal Income Fund III at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Rivernorth Capital Management, LLC | 178,234 | $1.38M | 0.07% |
| Core Wealth Partners LLC | 96,446 | $748.4K | 0.75% |
| Integrated Wealth Concepts LLC | 30,000 | $233.0K | 0.00% |
| Cerity Partners LLC | 25,000 | $194.0K | 0.00% |
| Western Wealth Management, LLC | 13,408 | $104.0K | 0.01% |
| Independent Financial Group, LLC | 13,200 | $102.4K | 0.01% |
| Lido Advisors, LLC | 10,000 | $77.6K | 0.00% |
| Wolverine Asset Management LLC | 1,925 | $14.9K | 0.00% |
Sold out (3)
Institutions that held PIMCO California Municipal Income Fund III at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Atria Wealth Solutions, Inc. | 96,943 | $808.4K |
| Citadel Advisors LLC | 16,174 | $135.1K |
| Running Point Capital Advisors, LLC | 10,000 | $83.5K |
Not filed for Q1 2023 yet (1)
Institutions that held PIMCO California Municipal Income Fund III at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Gamble Jones Investment Counsel | 20,000 | $167.0K |