PIMCO CALIFORNIA MUNICIPAL INCOME FUND - PCQ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Added to | 2,447,062 | 21,362 | 1.01% | 1.18% | 1 | +68,766 | 2.89% | Q4 2025 | Feb 17, 2026 |
| Karpus Management, Inc. | History | Added to | 1,554,343 | 13,569 | 0.42% | 0.38% | 2 | +183,141 | 13.36% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 1,212,418 | 10,584 | 0.08% | 0.06% | 3 | +213,149 | 21.33% | Q4 2025 | Feb 17, 2026 |
| Saba Capital Management, L.P. | History | Added to | 1,136,571 | 9,922 | 0.29% | 0.26% | 4 | +57,544 | 5.33% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 924,224 | 8,068 | 0.14% | 0.17% | 5 | -235,827 | -20.33% | Q4 2025 | Feb 12, 2026 |
| Matisse Capital | History | No change | 920,318 | 8,034 | 3.58% | 3.61% | 6 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Logan Stone Capital, LLC | History | Added to | 811,685 | 7,086 | 1.75% | 1.98% | 7 | +312,477 | 62.59% | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 790,738 | 6,903 | 0.24% | 0.33% | 8 | -269,360 | -25.41% | Q4 2025 | Jan 14, 2026 |
| Almitas Capital LLC | History | Added to | 640,607 | 5,592 | 1.23% | 0.31% | 9 | +487,609 | 318.7% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 476,390 | 4,158 | 0.0% | 0.0% | 10 | -57,049 | -10.69% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Added to | 460,872 | 4,023 | 0.02% | 0.01% | 11 | +304,678 | 195.06% | Q4 2025 | Feb 13, 2026 |
| Williams & Novak, LLC | History | Reduced | 418,355 | 3,652 | 2.75% | 3.07% | 12 | -38,763 | -8.48% | Q4 2025 | Feb 05, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 391,540 | 3,418 | 4.19% | 0.05% | 13 | +87,303 | 28.7% | Q4 2025 | Feb 25, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | New | 383,833 | 3,350 | 1.37% | — | 14 | +383,833 | New | Q4 2025 | Feb 13, 2026 |
| Fiera Capital Corp | History | Reduced | 337,290 | 2,944 | 0.01% | 0.01% | 15 | -43,649 | -11.46% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 283,236 | 2,472 | 0.0% | 0.0% | 16 | +39,425 | 16.17% | Q4 2025 | Feb 11, 2026 |
| Altium Capital Management LLC | History | New | 259,092 | 2,261 | 8.94% | — | 17 | +259,092 | New | Q4 2025 | Feb 06, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 246,041 | 2,147 | 0.0% | 0.0% | 18 | -73 | -0.03% | Q4 2025 | Feb 10, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Added to | 221,201 | 1,931 | 0.65% | 0.65% | 19 | +2,458 | 1.12% | Q4 2025 | Feb 13, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 209,176 | 1,826 | 0.07% | 0.01% | 20 | +176,380 | 537.81% | Q4 2025 | Feb 04, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | No change | 201,590 | 1,759 | 0.13% | 0.13% | 21 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 200,176 | 1,747 | 1.01% | 0.91% | 22 | +22,500 | 12.66% | Q4 2025 | Jan 16, 2026 |
| WHITEBOX ADVISORS LLC | History | Added to | 195,476 | 1,706 | 0.02% | 0.02% | 23 | +50,000 | 34.37% | Q4 2025 | Feb 17, 2026 |
| Core Wealth Partners LLC | History | Added to | 163,709 | 1,429 | 0.64% | 0.66% | 24 | +26 | 0.02% | Q4 2025 | Feb 17, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 146,117 | 1,275 | 0.02% | 0.01% | 25 | +45,269 | 44.89% | Q4 2025 | Jan 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 140,914 | 1,230 | 0.0% | 0.0% | 26 | -1,203 | -0.85% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 136,497 | 1,191 | 0.0% | 0.0% | 27 | +10,366 | 8.22% | Q4 2025 | Mar 16, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 107,623 | 939 | 0.0% | 0.0% | 28 | +7,775 | 7.79% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 96,764 | 844 | 0.0% | — | 29 | +96,764 | New | Q4 2025 | Feb 12, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 96,355 | 841 | 0.5% | — | 30 | +96,355 | New | Q4 2025 | Feb 11, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 88,740 | 774 | 0.01% | 0.0% | 31 | +46,771 | 111.44% | Q4 2025 | Feb 02, 2026 |
| UBS Group AG | History | Reduced | 74,788 | 652 | 0.0% | 0.0% | 32 | -108,567 | -59.21% | Q4 2025 | Jan 29, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 71,579 | 624 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 67,250 | 587 | 0.0% | 0.0% | 34 | -17,071 | -20.25% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 61,370 | 536 | 0.02% | 0.02% | 35 | +981 | 1.62% | Q4 2025 | Feb 12, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 60,251 | 525 | 0.11% | 0.08% | 36 | +16,134 | 36.57% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 56,546 | 493 | 0.0% | 0.0% | 37 | -2,803 | -4.72% | Q4 2025 | Feb 18, 2026 |
| Rareview Capital LLC | History | No change | 55,616 | 477 | 0.31% | 0.29% | 38 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 46,084 | 403 | 0.01% | 0.01% | 39 | +2,829 | 6.54% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 45,439 | 397 | 0.0% | 0.0% | 40 | -12,946 | -22.17% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 38,821 | 339 | 0.0% | — | 41 | +38,821 | New | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Added to | 38,106 | 332 | 0.02% | 0.01% | 42 | +8,366 | 28.13% | Q4 2025 | Jan 26, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Added to | 37,587 | 328 | 0.02% | 0.01% | 43 | +15,783 | 72.39% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 36,924 | 322 | 0.0% | — | 44 | +36,924 | New | Q4 2025 | Feb 17, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 36,457 | 318 | 0.01% | — | 45 | +36,457 | New | Q4 2025 | Feb 17, 2026 |
| Intellectus Partners, LLC | History | No change | 36,072 | 316 | 0.06% | 0.06% | 46 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Dakota Wealth Management | History | Added to | 35,685 | 311 | 0.01% | 0.01% | 47 | +5,600 | 18.61% | Q4 2025 | Jan 13, 2026 |
| HUB Investment Partners, LLC | History | New | 35,395 | 308 | 0.01% | — | 48 | +35,395 | New | Q4 2025 | Feb 17, 2026 |
| Ducere Wealth Management LLC | History | New | 35,288 | 308 | 0.12% | — | 49 | +35,288 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 34,168 | 298 | 0.0% | 0.0% | 50 | -5,013 | -12.79% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 33,268 | 290 | 0.0% | 0.0% | 51 | -40,798 | -55.08% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Added to | 32,913 | 287 | 0.0% | 0.0% | 52 | +15,151 | 85.3% | Q4 2025 | Feb 12, 2026 |
| Catalina Capital Group, LLC | History | Added to | 32,684 | 285 | 0.17% | 0.16% | 53 | +2,859 | 9.59% | Q4 2025 | Jan 16, 2026 |
| Summit Financial, LLC | History | No change | 31,269 | 274 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Vivaldi Capital Management LP | History | Added to | 30,866 | 269 | 0.04% | 0.04% | 55 | +17 | 0.06% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | Added to | 30,102 | 262 | 0.01% | 0.01% | 56 | +15,272 | 102.98% | Q4 2025 | Feb 17, 2026 |
| Financially in Tune, LLC | History | New | 29,980 | 261 | 0.24% | — | 57 | +29,980 | New | Q4 2025 | Feb 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 29,244 | 257 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 28,713 | 250 | 0.04% | 0.04% | 59 | +1,831 | 6.81% | Q4 2025 | Feb 09, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 28,578 | 249 | 0.0% | 0.0% | 60 | +345 | 1.22% | Q4 2025 | Feb 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 27,148 | 237 | 0.01% | — | 61 | +27,148 | New | Q4 2025 | Feb 17, 2026 |
| DAVIDSON TRUST CO | History | No change | 26,140 | 228 | 0.1% | 0.09% | 62 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 25,589 | 223 | 0.0% | 0.0% | 64 | -7,310 | -22.22% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 25,566 | 223 | 0.0% | 0.0% | 63 | -6,451 | -20.15% | Q4 2025 | Feb 12, 2026 |
| NORDEN GROUP LLC | History | No change | 24,946 | 217 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Sowell Financial Services LLC | History | Reduced | 20,900 | 182 | 0.01% | 0.01% | 66 | -8,786 | -29.6% | Q4 2025 | Jan 21, 2026 |
| NOMURA HOLDINGS INC | History | New | 20,623 | 180 | 0.0% | — | 67 | +20,623 | New | Q4 2025 | Feb 17, 2026 |
| Whipplewood Advisors, LLC | History | No change | 20,432 | 178 | 0.11% | 0.12% | 68 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 20,100 | 175 | 0.0% | 0.0% | 69 | +8,000 | 66.12% | Q4 2025 | Feb 13, 2026 |
| Noble Wealth Management PBC | History | Reduced | 18,976 | 165 | 0.08% | 0.09% | 70 | -548 | -2.81% | Q4 2025 | Jan 05, 2026 |
| Choate Investment Advisors | History | No change | 18,404 | 160 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Morse Asset Management, Inc | History | Added to | 17,235 | 150 | 0.03% | 0.02% | 72 | +7,635 | 79.53% | Q4 2025 | Feb 03, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 17,000 | 148 | 0.0% | — | 73 | +17,000 | New | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 14,467 | 126 | 0.0% | 0.0% | 74 | +103 | 0.72% | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 13,379 | 116 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pasadena Private Wealth, LLC | History | New | 12,500 | 109 | 0.01% | — | 77 | +12,500 | New | Q4 2025 | Feb 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 12,524 | 109 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Pure Financial Advisors, LLC | History | No change | 12,379 | 108 | 0.02% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 10,557 | 92 | 0.0% | 0.0% | 79 | +9 | 0.09% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,464 | 56 | 0.0% | 0.0% | 80 | +3,350 | 107.58% | Q4 2025 | Jan 23, 2026 |
| Elyxium Wealth, LLC | History | New | 4,947 | 43 | 0.01% | — | 81 | +4,947 | New | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | New | 3,120 | 27 | 0.0% | — | 82 | +3,120 | New | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 3,061 | 26 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | No change | 2,415 | 21 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CWM, LLC | History | No change | 2,000 | 17 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,630 | 14 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 701 | 6 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NBT BANK N A /NY | History | No change | 722 | 6 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Mascoma Wealth Management LLC | History | No change | 252 | 2 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FNY Investment Advisers, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.01% | — | -807,237 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -100,010 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -75,364 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ABOUND FINANCIAL, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -13,036 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Permanent Capital Management, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -10,998 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Northwest Financial Advisors | History | Closed out | 0 | 0 | — | 0.12% | — | -10,787 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,305 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,264 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,623 | -100.0% | Q3 2025 | Nov 18, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,404 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CALDWELL SUTTER CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -777 | -100.0% | Q3 2025 | Oct 29, 2025 |
| WHITTIER TRUST CO | History | Reduced | 1 | 0 | — | 0.0% | — | -531 | -99.81% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | No change | 62 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |