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 2023
Institutional positions in PIMCO California Municipal Income Fund as of Mar 31, 2023. 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
- 36
- +4 vs. Q4 2022
- Shares held
- 2.89M
- +1.18M (+68.6%) vs. Q4 2022
- Total value
- $30.0M
- +$4.16M (+16.1%) vs. Q4 2022
- New holders
- 11
- 7 more added
- Sold out
- 7
- 11 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding PIMCO California Municipal Income Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 274 | $2.00K | 0.00% | +274 | New |
| Ameritas Advisory Services, LLC | 669 | $6.63K | 0.00% | +669 | New |
| Belpointe Asset Management LLC | 1,074 | $10.8K | 0.00% | +11+1.0% | Added |
| ICA Group Wealth Management, LLC | 1,820 | $18.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,403 | $24.2K | 0.00% | −3,665−60.4% | Reduced |
| Advisory Services Network, LLC | 2,632 | $26.5K | 0.00% | +1,141+76.5% | Added |
| Mechanics Bank Trust Department | 10,100 | $101.8K | 0.02% | −26,350−72.3% | Reduced |
| Susquehanna International Group, LLP | 12,619 | $127.2K | 0.00% | +2,147+20.5% | Added |
| D.A. Davidson & Co. | 14,328 | $143.9K | 0.00% | −923−6.1% | Reduced |
| Wells Fargo & Company | 14,641 | $147.6K | 0.00% | −693−4.5% | Reduced |
| HighTower Advisors, LLC | 14,940 | $150.0K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 14,898 | $150.2K | 0.15% | +14,898 | New |
| Atria Wealth Solutions, Inc. | 16,050 | $162.4K | 0.00% | −34,695−68.4% | Reduced |
| Fort Point Capital Partners LLC | 19,570 | $197.3K | 0.03% | −4,575−18.9% | Reduced |
| Creative Planning | 19,891 | $200.5K | 0.00% | +19,891 | New |
| TownSquare Capital, LLC | 24,946 | $251.5K | 0.01% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 24,946 | $251.5K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 25,000 | $252.0K | 0.00% | +25,000 | New |
| Commonwealth Equity Services, LLC | 27,226 | $274.0K | 0.00% | −157−0.6% | Reduced |
| UBS Group AG | 27,459 | $276.8K | 0.00% | +272+1.0% | Added |
| Core Wealth Partners LLC | 34,695 | $349.7K | 0.35% | +34,695 | New |
| Davidson Trust Co | 37,440 | $377.4K | 0.29% | 00.0% | Unchanged |
| Cetera Investment Advisers | 43,828 | $441.8K | 0.00% | −1,930−4.2% | Reduced |
| Royal Bank of Canada | 46,872 | $472.0K | 0.00% | −2,000−4.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 54,201 | $546.0K | 0.00% | +378+0.7% | Added |
| Wolverine Asset Management LLC | 63,600 | $641.1K | 0.01% | +63,600 | New |
| Advisor Group Holdings, Inc. | 94,667 | $954.3K | 0.00% | −5,861−5.8% | Reduced |
| StoneX Group Inc. | 130,629 | $1.32M | 0.14% | +130,629 | New |
| LPL Financial LLC | 137,666 | $1.39M | 0.00% | +40,445+41.6% | Added |
| Robinson Capital Management, LLC | 180,508 | $1.80M | 0.84% | +180,508 | New |
| Regatta Capital Group, LLC | 179,803 | $2.71M | 0.96% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 298,885 | $3.01M | 0.78% | +298,885 | New |
| Guggenheim Capital LLC | 342,796 | $3.46M | 0.03% | +81,562+31.2% | Added |
| Rivernorth Capital Management, LLC | 477,162 | $4.81M | 0.23% | +477,162 | New |
| Morgan Stanley | 490,041 | $4.94M | 0.00% | −62,610−11.3% | Reduced |
| Lincoln National Corp | 0 | $0 | 0.00% | −20,093−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −14,434−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −9,679−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,527−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −1,887−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −1,408−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,408−100.0% | Sold out |
| Gamble Jones Investment Counsel | – | – | – | – | Not filed |