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 2024 vs. Q4 2023
How the institutions holding PIMCO California Municipal Income Fund III changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 29 | 28 | −1 |
| Shares | 2.78M | 2.75M | −23.6K (−0.8%) |
| Value | $20.4M | $20.9M | +$430.7K (+2.1%) |
New holders (3)
Institutions that held PIMCO California Municipal Income Fund III at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Intellectus Partners, LLC | 32,316 | $246.2K | 0.06% |
| LPL Financial LLC | 13,845 | $105.1K | 0.00% |
| Commonwealth Equity Services, LLC | 12,767 | $97.0K | 0.00% |
Sold out (4)
Institutions that held PIMCO California Municipal Income Fund III at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Bramshill Investments, LLC | 169,879 | $1.25M |
| Western Wealth Management, LLC | 13,491 | $99.4K |
| Bourgeon Capital Management LLC | 5,000 | $36.9K |
| JPMorgan Chase & Co | 41 | $302 |