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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 200 | $3.00K | 0.00% | +200 | New |
| Prospera Financial Services Inc | 1,552 | $24.0K | 0.00% | +1,552 | New |
| CWM, LLC | 2,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 9,675 | $152.0K | 0.00% | +3,981+69.9% | Added |
| HighTower Advisors, LLC | 10,940 | $172.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 13,072 | $205.0K | 0.00% | +500+4.0% | Added |
| Wells Fargo & Company | 15,527 | $244.0K | 0.00% | −429−2.7% | Reduced |
| Western Wealth Management, LLC | 17,650 | $278.0K | 0.01% | +17,650 | New |
| Evoke Wealth, LLC | 19,000 | $300.0K | 0.01% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 24,145 | $379.0K | 0.06% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 24,725 | $388.0K | 0.00% | −441−1.8% | Reduced |
| 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 |
| Gamble Jones Investment Counsel | 25,000 | $393.0K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 26,315 | $413.0K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 26,525 | $416.0K | 0.00% | +2,985+12.7% | Added |
| UBS Group AG | 34,939 | $549.0K | 0.00% | +363+1.0% | Added |
| Davidson Trust Co | 37,440 | $588.0K | 0.44% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 38,550 | $605.0K | 0.09% | −10,900−22.0% | Reduced |
| Cetera Investment Advisers | 44,752 | $703.0K | 0.01% | −1,596−3.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 49,499 | $777.0K | 0.00% | −1,075−2.1% | Reduced |
| Guggenheim Capital LLC | 81,372 | $1.28M | 0.01% | +39,317+93.5% | Added |
| Advisor Group Holdings, Inc. | 98,885 | $1.55M | 0.00% | +501+0.5% | Added |
| Beta Wealth Group, Inc. | 120,812 | $1.90M | 1.27% | +14,175+13.3% | Added |
| Regatta Capital Group, LLC | 142,165 | $2.23M | 0.77% | +90,521+175.3% | Added |
| Morgan Stanley | 364,317 | $5.72M | 0.00% | +1,752+0.5% | Added |
| 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 |