Position in PCM
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$22
-$2 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PCM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026WOLFF WIESE MAGANA LLC holds $736,040 across 31 Asset Management names. PCM ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
254 | $244,274 | |
| 2 | NIE |
Virtus Equity & Convertible Income Fund
|
4,248 | $99,233 | |
| 3 | BX |
Blackstone Inc.
|
541 | $62,209 | |
| 4 | CSQ |
Calamos Strategic Total Return Fund
|
3,090 | $52,900 | |
| 5 | ARCC |
Ares Capital Corp
|
1,954 | $35,211 | |
| 6 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
2,975 | $30,940 | |
| 7 | APO |
Apollo Global Management, Inc.
|
262 | $29,192 | |
| 8 | MSIF |
Msc Income Fund, Inc.
|
2,076 | $25,285 |
All Filings in PCM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22 | 4 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $24 | 4 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $26 | 4 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $25 | 4 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||