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 2022
Institutional positions in PIMCO California Municipal Income Fund as of Dec 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
- 33
- +5 vs. Q3 2022
- Shares held
- 1.74M
- +233.7K (+15.5%) vs. Q3 2022
- Total value
- $26.2M
- +$5.14M (+24.4%) vs. Q3 2022
- New holders
- 8
- 11 more added
- Sold out
- 3
- 6 more reduced
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding PIMCO California Municipal Income Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 1,063 | $16.0K | 0.00% | +1,063 | New |
| JPMorgan Chase & Co | 1,408 | $21.0K | 0.00% | +1,408 | New |
| Allworth Financial LP | 1,408 | $21.2K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,491 | $22.5K | 0.00% | +1,491 | New |
| ICA Group Wealth Management, LLC | 1,820 | $27.4K | 0.01% | +1,820 | New |
| Resurgent Financial Advisors LLC | 1,887 | $28.4K | 0.02% | +1,887 | New |
| CWM, LLC | 2,000 | $30.0K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 3,527 | $53.2K | 0.00% | +3,527 | New |
| Bank of America Corp | 6,068 | $91.4K | 0.00% | +163+2.8% | Added |
| EWG Elevate Inc. | 9,679 | $145.9K | 0.07% | +9,679 | New |
| Susquehanna International Group, LLP | 10,472 | $157.8K | 0.00% | −4,218−28.7% | Reduced |
| Evoke Wealth, LLC | 14,434 | $218.5K | 0.01% | −4,566−24.0% | Reduced |
| HighTower Advisors, LLC | 14,940 | $225.0K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 15,251 | $230.2K | 0.00% | +74+0.5% | Added |
| Wells Fargo & Company | 15,334 | $231.1K | 0.00% | +1,775+13.1% | Added |
| Lincoln National Corp | 20,093 | $302.8K | 0.01% | +20,093 | New |
| Fort Point Capital Partners LLC | 24,145 | $363.9K | 0.06% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 24,946 | $375.9K | 0.01% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 24,946 | $375.9K | 0.05% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 25,000 | $376.8K | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 27,187 | $409.7K | 0.00% | −51−0.2% | Reduced |
| Commonwealth Equity Services, LLC | 27,383 | $412.0K | 0.00% | +2,465+9.9% | Added |
| Mechanics Bank Trust Department | 36,450 | $549.3K | 0.09% | −5,100−12.3% | Reduced |
| Davidson Trust Co | 37,440 | $564.2K | 0.50% | 00.0% | Unchanged |
| Cetera Investment Advisers | 45,758 | $689.6K | 0.01% | +60.0% | Added |
| Royal Bank of Canada | 48,872 | $737.0K | 0.00% | +38,800+385.2% | Added |
| Atria Wealth Solutions, Inc. | 50,745 | $778.3K | 0.01% | −1,000−1.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 53,823 | $811.0K | 0.00% | +7,966+17.4% | Added |
| LPL Financial LLC | 97,221 | $1.47M | 0.00% | +71,597+279.4% | Added |
| Advisor Group Holdings, Inc. | 100,528 | $1.51M | 0.00% | −4,833−4.6% | Reduced |
| Regatta Capital Group, LLC | 179,803 | $2.71M | 0.96% | +31,600+21.3% | Added |
| Guggenheim Capital LLC | 261,234 | $3.94M | 0.03% | +83,411+46.9% | Added |
| Morgan Stanley | 552,651 | $8.33M | 0.00% | +3,975+0.7% | Added |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −17,650−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −11,470−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |