PIMCO California Municipal Income Fund
PCQ- Exchange
- NYSE
- SEC CIK
- 0001140411
No open-market purchases or sales by PIMCO California Municipal Income Fund insiders were filed in the last 90 days; 82 institutions reported holding it in 13F filings for Q2 2026, worth $168.8M in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in PIMCO California Municipal Income Fund as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 27
- +2 vs. Q3 2021
- Shares held
- 1.15M
- +92.2K (+8.7%) vs. Q3 2021
- Total value
- $21.3M
- +$1.41M (+7.1%) vs. Q3 2021
- New holders
- 5
- 5 more added
- Sold out
- 3
- 9 more reduced
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PCQ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 82 | $168.8M |
| Q1 2026 | 88 | $159.6M |
| Q4 2025 | 93 | $152.7M |
| Q3 2025 | 88 | $138.4M |
| Q2 2025 | 50 | $39.4M |
| Q1 2025 | 48 | $37.6M |
| Q4 2024 | 46 | $33.9M |
| Q3 2024 | 50 | $35.2M |
| Q2 2024 | 47 | $33.8M |
| Q1 2024 | 47 | $33.8M |
| Q4 2023 | 53 | $35.9M |
| Q3 2023 | 43 | $27.4M |
| Q2 2023 | 35 | $29.3M |
| Q1 2023 | 36 | $30.0M |
| Q4 2022 | 33 | $26.2M |
| Q3 2022 | 28 | $21.1M |
| Q2 2022 | 24 | $18.8M |
| Q1 2022 | 26 | $20.1M |
| Q4 2021 | 27 | $21.3M |
| Q3 2021 | 25 | $19.9M |
| Q2 2021 | 25 | $20.0M |
| Q1 2021 | 26 | $18.3M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding PIMCO California Municipal Income Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 362,565 | $6.74M | 0.00% | +8,829+2.5% | Added |
| Beta Wealth Group, Inc. | 106,637 | $2.02M | 1.45% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 98,384 | $1.83M | 0.00% | −12,523−11.3% | Reduced |
| Regatta Capital Group, LLC | 51,644 | $960.0K | 0.34% | +51,644 | New |
| Cambridge Investment Research Advisors, Inc. | 50,574 | $940.0K | 0.00% | +8,239+19.5% | Added |
| Mechanics Bank Trust Department | 49,450 | $919.0K | 0.14% | −6,900−12.2% | Reduced |
| Cetera Investment Advisers | 46,348 | $861.0K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 42,055 | $781.0K | 0.00% | +24,213+135.7% | Added |
| Davidson Trust Co | 37,440 | $696.0K | 0.48% | 00.0% | Unchanged |
| UBS Group AG | 34,576 | $642.0K | 0.00% | −2,187−5.9% | Reduced |
| LPL Financial LLC | 26,315 | $489.0K | 0.00% | −5,784−18.0% | Reduced |
| Commonwealth Equity Services, LLC | 25,166 | $467.0K | 0.00% | −891−3.4% | Reduced |
| Gamble Jones Investment Counsel | 25,000 | $465.0K | 0.03% | +5,000+25.0% | Added |
| Baker Tilly Wealth Management, LLC | 24,946 | $463.0K | 0.05% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 24,946 | $463.0K | 0.01% | +24,946 | New |
| Fort Point Capital Partners LLC | 24,145 | $449.0K | 0.06% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 23,540 | $438.0K | 0.00% | −2,051−8.0% | Reduced |
| Evoke Wealth, LLC | 19,000 | $354.0K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 15,956 | $297.0K | 0.00% | −3,073−16.1% | Reduced |
| Royal Bank of Canada | 12,572 | $234.0K | 0.00% | +1,770+16.4% | Added |
| Granite Investment Partners, LLC | 12,108 | $225.0K | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,000 | $223.0K | 0.01% | +12,000 | New |
| HighTower Advisors, LLC | 10,940 | $203.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 5,694 | $106.0K | 0.00% | −1,768−23.7% | Reduced |
| CWM, LLC | 2,000 | $37.0K | 0.00% | +2,000 | New |
| Spire Wealth Management | 1,322 | $25.0K | 0.00% | +1,322 | New |
| NEXT Financial Group, Inc | 1,100 | $20.0K | 0.00% | −400−26.7% | Reduced |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −10,581−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |