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, Q1 2022
Institutional positions in PIMCO California Municipal Income Fund as of Mar 31, 2022. 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
- 26
- 0 vs. Q4 2021
- Shares held
- 1.28M
- +133.6K (+11.7%) vs. Q4 2021
- Total value
- $20.1M
- −$1.23M (−5.8%) vs. Q4 2021
- New holders
- 3
- 9 more added
- Sold out
- 3
- 5 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding PIMCO California Municipal Income Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 364,317 | $5.72M | 0.00% | +1,752+0.5% | Added |
| Regatta Capital Group, LLC | 142,165 | $2.23M | 0.77% | +90,521+175.3% | Added |
| Beta Wealth Group, Inc. | 120,812 | $1.90M | 1.27% | +14,175+13.3% | Added |
| Advisor Group Holdings, Inc. | 98,885 | $1.55M | 0.00% | +501+0.5% | Added |
| Guggenheim Capital LLC | 81,372 | $1.28M | 0.01% | +39,317+93.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 49,499 | $777.0K | 0.00% | −1,075−2.1% | Reduced |
| Cetera Investment Advisers | 44,752 | $703.0K | 0.01% | −1,596−3.4% | Reduced |
| Mechanics Bank Trust Department | 38,550 | $605.0K | 0.09% | −10,900−22.0% | Reduced |
| Davidson Trust Co | 37,440 | $588.0K | 0.44% | 00.0% | Unchanged |
| UBS Group AG | 34,939 | $549.0K | 0.00% | +363+1.0% | Added |
| D.A. Davidson & Co. | 26,525 | $416.0K | 0.00% | +2,985+12.7% | Added |
| LPL Financial LLC | 26,315 | $413.0K | 0.00% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 25,000 | $393.0K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 24,946 | $392.0K | 0.01% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 24,946 | $392.0K | 0.04% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 24,725 | $388.0K | 0.00% | −441−1.8% | Reduced |
| Fort Point Capital Partners LLC | 24,145 | $379.0K | 0.06% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 19,000 | $300.0K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 17,650 | $278.0K | 0.01% | +17,650 | New |
| Wells Fargo & Company | 15,527 | $244.0K | 0.00% | −429−2.7% | Reduced |
| Royal Bank of Canada | 13,072 | $205.0K | 0.00% | +500+4.0% | Added |
| HighTower Advisors, LLC | 10,940 | $172.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 9,675 | $152.0K | 0.00% | +3,981+69.9% | Added |
| CWM, LLC | 2,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,552 | $24.0K | 0.00% | +1,552 | New |
| FNY Investment Advisers, LLC | 200 | $3.00K | 0.00% | +200 | New |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −12,108−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −1,322−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |