PIMCO CALIFORNIA MUNICIPAL INCOME FUND (PCQ) — Institutional Holders, Q2 2026
82 institutional investment managers reported a PCQ position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $168.8M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PCQ in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Advisors Asset ManagementAdded · +438,723 sh+$3.9M
- Karpus ManagementAdded · +252,546 sh+$2.3M
- Thomas J. Herzfeld AdvisorsAdded · +106,243 sh+$953.0K
- Almitas CapitalAdded · +93,589 sh+$839.5K
- LPL FinancialAdded · +78,841 sh+$707.2K
Biggest sellers
- Verition Fund ManagementSold out · -338,158 sh-$3.0M
- GUGGENHEIM CAPITALTrimmed · -262,078 sh-$2.4M
- Logan Stone CapitalTrimmed · -160,806 sh-$1.4M
- Hennion & Walsh Asset ManagementTrimmed · -151,763 sh-$1.4M
- EVOKE WEALTHSold out · -45,484 sh-$408.0K
PCQ 13F holders ranked 1–82 of 82
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | RIVERNORTH CAPITAL MANAGEMENT#1 · 2,575,012 sh | 2,575,012 | $23.1M | 1.10% | +2.5% |
| 2 | Karpus Management#2 · 2,031,479 sh | 2,031,479 | $18.2M | 0.52% | +14.2% |
| 3 | Advisors Asset Management#3 · 1,652,372 sh | 1,652,372 | $14.8M | 0.23% | +36.1% |
| 4 | GUGGENHEIM CAPITAL#4 · 1,180,693 sh | 1,180,693 | $10.6M | 0.07% | -18.2% |
| 5 | TORONTO DOMINION BANK#5 · 1,157,410 sh | 1,157,410 | $10.4M | 0.01% | +1.8% |
| 6 | Matisse Capital#6 · 848,717 sh | 848,717 | $7.6M | 3.05% | -2.0% |
| 7 | Saba Capital Management, L.P.#7 · 725,010 sh | 725,010 | $6.5M | 0.17% | +4.8% |
| 8 | Almitas Capital#8 · 710,604 sh | 710,604 | $6.4M | 1.53% | +15.2% |
| 9 | ROBINSON CAPITAL MANAGEMENT#9 · 637,256 sh | 637,256 | $5.7M | 2.52% | +8.5% |
| 10 | Hennion & Walsh Asset Management#10 · 538,721 sh | 538,721 | $4.8M | — | -22.0% |
| 11 | Logan Stone Capital#11 · 476,434 sh | 476,434 | $4.3M | 0.90% | -25.2% |
| 12 | MORGAN STANLEY#12 · 434,930 sh | 434,930 | $3.9M | <0.01% | -7.8% |
| 13 | LPL Financial#13 · 422,807 sh | 422,807 | $3.8M | <0.01% | +22.9% |
| 14 | SIT INVESTMENT ASSOCIATES#14 · 421,952 sh | 421,952 | $3.8M | 0.07% | +1.2% |
| 15 | Williams & Novak#15 · 365,198 sh | 365,198 | $3.3M | — | -9.5% |
| 16 | Altium Capital Management#16 · 333,093 sh | 333,093 | $3.0M | 6.29% | 0.0% |
| 17 | WHITEBOX ADVISORS#17 · 284,471 sh | 284,471 | $2.6M | 0.03% | 0.0% |
| 18 | Bank of New York Mellon#18 · 246,042 sh | 246,042 | $2.2M | <0.01% | 0.0% |
| 19 | FIRST FOUNDATION ADVISORS#19 · 223,993 sh | 223,993 | $2.0M | 0.07% | -0.1% |
| 20 | CITY OF LONDON INVESTMENT MANAGEMENT LTD#20 · 201,590 sh | 201,590 | $1.8M | 0.11% | 0.0% |
| 21 | Professional Financial Management#21 · 200,576 sh | 200,576 | $1.8M | — | -2.7% |
| 22 | MELFA WEALTH MANAGEMENT#22 · 193,424 sh | 193,424 | $1.7M | 0.94% | -3.4% |
| 23 | Thomas J. Herzfeld Advisors#23 · 185,469 sh | 185,469 | $1.7M | 0.51% | +134.1% |
| 24 | Fiera Capital#24 · 174,853 sh | 174,853 | $1.6M | <0.01% | -3.5% |
| 25 | Rockefeller Capital Management L.P.#25 · 165,869 sh | 165,869 | $1.5M | <0.01% | +13.8% |
| 26 | Core Wealth Partners#26 · 163,762 sh | 163,762 | $1.5M | 0.63% | 0.0% |
| 27 | RIVERBRIDGE PARTNERS#27 · 161,369 sh | 161,369 | $1.4M | 0.04% | -0.3% |
| 28 | WELLS FARGO & COMPANY#28 · 125,369 sh | 125,369 | $1.1M | <0.01% | +3.3% |
| 29 | BANK OF AMERICA#29 · 114,175 sh | 114,175 | $1.0M | <0.01% | +12.3% |
| 30 | Closed-End Fund Advisors#30 · 104,576 sh | 104,576 | $938.0K | 0.92% | -4.3% |
| 31 | UBS Group AG#31 · 95,756 sh | 95,756 | $858.9K | <0.01% | +23.7% |
| 32 | WEDBUSH SECURITIES#32 · 88,333 sh | 88,333 | $792.0K | — | +11.9% |
| 33 | Baird Financial Group#33 · 84,115 sh | 84,115 | $754.5K | <0.01% | +22.8% |
| 34 | Summit Financial#34 · 80,106 sh | 80,106 | $721.6K | <0.01% | -26.7% |
| 35 | Integrated Wealth Concepts#35 · 78,189 sh | 78,189 | $701.4K | <0.01% | -4.8% |
| 36 | Summit Trail Advisors#36 · 75,766 sh | 75,766 | $679.6K | <0.01% | -3.6% |
| 37 | Stonebridge Financial Group#37 · 71,576 sh | 71,576 | $644.0K | 0.09% | — |
| 38 | CAPSTONE INVESTMENT ADVISORS#38 · 71,579 sh | 71,579 | $642.1K | <0.01% | 0.0% |
| 39 | OSAIC#39 · 70,057 sh | 70,057 | $628.4K | <0.01% | +202.8% |
| 40 | RAYMOND JAMES FINANCIAL#40 · 69,894 sh | 69,894 | $626.9K | <0.01% | +16.6% |
| 41 | Dakota Wealth Management#41 · 59,585 sh | 59,585 | $534.5K | 0.01% | +17.1% |
| 42 | JANE STREET GROUP#42 · 53,776 sh | 53,776 | $482.4K | 0.00% | New |
| 43 | Rareview Capital#43 · 55,690 sh | 55,690 | $478.4K | 0.27% | +0.1% |
| 44 | PFG Investments#44 · 52,557 sh | 52,557 | $471.4K | 0.02% | -9.2% |
| 45 | Ackerman Capital Advisors#45 · 49,735 sh | 49,735 | $446.1K | 0.09% | -30.6% |
| 46 | MAI Capital Management#46 · 43,554 sh | 43,554 | $391.5K | <0.01% | +116.7% |
| 47 | XTX Topco Ltd#47 · 43,032 sh | 43,032 | $386.0K | <0.01% | New |
| 48 | Beacon Pointe Advisors#48 · 42,030 sh | 42,030 | $377.0K | <0.01% | New |
| 49 | ROYAL BANK OF CANADA#49 · 37,755 sh | 37,755 | $339.0K | <0.01% | +19.4% |
| 50 | Intellectus Partners#50 · 36,072 sh | 36,072 | $324.9K | 0.06% | 0.0% |
| 51 | Ducere Wealth Management#51 · 35,288 sh | 35,288 | $316.5K | 0.10% | 0.0% |
| 52 | TCG Advisory Services#52 · 32,295 sh | 32,295 | $289.7K | <0.01% | 0.0% |
| 53 | BLUE BELL PRIVATE WEALTH MANAGEMENT#53 · 28,713 sh | 28,713 | $257.6K | 0.03% | 0.0% |
| 54 | HighTower Advisors#54 · 27,574 sh | 27,574 | $247.3K | <0.01% | +161.0% |
| 55 | NORDEN GROUP#55 · 24,946 sh | 24,946 | $223.8K | — | 0.0% |
| 56 | COMMONWEALTH EQUITY SERVICES#56 · 23,992 sh | 23,992 | $215.2K | <0.01% | +5.3% |
| 57 | EVOLVE PRIVATE WEALTH#57 · 22,237 sh | 22,237 | $200.3K | 0.01% | -15.3% |
| 58 | Whipplewood Advisors#58 · 21,442 sh | 21,442 | $192.3K | — | +4.7% |
| 59 | STIFEL FINANCIAL#59 · 20,569 sh | 20,569 | $184.5K | <0.01% | -11.8% |
| 60 | Sowell Financial Services#60 · 19,921 sh | 19,921 | $178.7K | — | -5.5% |
| 61 | Cambridge Investment Research Advisors#61 · 19,692 sh | 19,692 | $177.0K | <0.01% | -46.2% |
| 62 | Western Wealth Management#62 · 19,591 sh | 19,591 | $175.7K | <0.01% | -31.1% |
| 63 | Farther Finance Advisors#63 · 19,489 sh | 19,489 | $174.7K | — | -9.2% |
| 64 | Morse Asset Management#64 · 18,715 sh | 18,715 | $167.9K | 0.03% | +6.7% |
| 65 | Choate Investment Advisors#65 · 18,404 sh | 18,404 | $165.1K | <0.01% | 0.0% |
| 66 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#66 · 17,838 sh | 17,838 | $160.0K | 0.00% | New |
| 67 | Wellspring Financial Advisors#67 · 17,460 sh | 17,460 | $156.6K | 0.01% | New |
| 68 | Cetera Investment Advisers#68 · 14,835 sh | 14,835 | $133.1K | <0.01% | +0.5% |
| 69 | SEAMOUNT FINANCIAL GROUP#69 · 14,436 sh | 14,436 | $129.5K | — | 0.0% |
| 70 | Tortoise Investment Management#70 · 13,864 sh | 13,864 | $124.4K | <0.01% | New |
| 71 | Noble Wealth Management PBC#71 · 13,654 sh | 13,654 | $122.5K | — | -7.5% |
| 72 | J.W. COLE ADVISORS#72 · 12,524 sh | 12,524 | $112.3K | <0.01% | New |
| 73 | Pasadena Private Wealth#73 · 12,500 sh | 12,500 | $112.1K | 0.01% | 0.0% |
| 74 | Pure Financial Advisors#74 · 12,379 sh | 12,379 | $111.0K | <0.01% | 0.0% |
| 75 | Mutual Advisors#75 · 10,802 sh | 10,802 | $96.9K | <0.01% | New |
| 76 | Smartleaf Asset Management#76 · 3,120 sh | 3,120 | $27.9K | <0.01% | 0.0% |
| 77 | HOLLENCREST SECURITIES#77 · 1,630 sh | 1,630 | $14.6K | <0.01% | 0.0% |
| 78 | JPMORGAN CHASE#78 · 701 sh | 701 | $6.3K | 0.00% | 0.0% |
| 79 | Golden State Equity Partners#79 · 601 sh | 601 | $5.4K | 0.01% | -76.9% |
| 80 | Mascoma Wealth Management#80 · 252 sh | 252 | $2.3K | — | 0.0% |
| 81 | FNY Investment Advisers#81 · 200 sh | 200 | $1.0K | — | 0.0% |
| 82 | WHITTIER#82 · 1 sh | 1 | $5.00 | 0.00% | 0.0% |
Funds that sold out of PCQ in Q2 2026 (10)
Held PCQ at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Verition Fund Management338,158 sh | 338,158 | $2.9M |
| EVOKE WEALTH45,484 sh | 45,484 | $391.9K |
| Stratos Wealth Partners, LTD.34,000 sh | 34,000 | $291.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES24,132 sh | 24,132 | $207.1K |
| BANK OF MONTREAL13,133 sh | 13,133 | $112.7K |
| Granite Investment Partners12,108 sh | 12,108 | $103.9K |
| Marex Group plc11,000 sh | 11,000 | $94.4K |
| Golden State Wealth Management3,061 sh | 3,061 | $26.3K |
| NBT BANK N A722 sh | 722 | $6.2K |
| FIFTH THIRD BANCORP62 sh | 62 | $532.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.