PIMCO California Muni Inc. FDXPCQX
13F holders, Q2 2026 (June 30)82holders −6
8new positions
9sold out
$8.97avg. 13F price*
At the end of Q2 2026, 82 institutions reported holding PIMCO California Muni Inc. FD (XPCQX) in their 13F filings, down 6 from Q1 2026. 8 opened new positions and 9 sold out. The largest holders were Rivernorth Capital Management, LLC ($23.1M), Karpus Management, Inc. ($18.2M) and Advisors Asset Management, Inc. ($14.8M).
- Company
- PIMCO California Muni Inc. FD
- CUSIP
- 72200N106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.9M |
| Exits | 9 | $3.7M |
All 13F filers, Q1 2026 → Q2 2026: 1,548,482 shares bought and 1,229,868 shares sold, net +318,614 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| Rivernorth Capital Management, LLC | 1.11% | Add +2.5% | 2,575,012 | $23.1M |
| Karpus Management, Inc. | 0.52% | Add +14.2% | 2,031,479 | $18.2M |
| Advisors Asset Management, Inc. | 0.23% | Add +36.1% | 1,652,372 | $14.8M |
| Guggenheim Capital LLC | 0.07% | Reduce -18.2% | 1,180,693 | $10.6M |
| Toronto Dominion Bank | 0.02% | Add +1.8% | 1,157,410 | $10.4M |
| Matisse Capital | 3.05% | Reduce -2.0% | 848,717 | $7.6M |
| Saba Capital Management, L.P. | 0.20% | Add +4.8% | 725,010 | $6.5M |
| Almitas Capital LLC | 1.53% | Add +15.2% | 710,604 | $6.4M |
| Robinson Capital Management, LLC | 2.56% | Add +8.5% | 637,256 | $5.7M |
| Hennion & Walsh Asset Management, Inc. | 0.14% | Reduce -22.0% | 538,721 | $4.8M |
| Logan Stone Capital, LLC | 0.90% | Reduce -25.2% | 476,434 | $4.3M |
| Morgan Stanley | 0.00% | Reduce -7.8% | 434,930 | $3.9M |
| LPL Financial LLC | 0.00% | Add +22.9% | 422,807 | $3.8M |
| Sit Investment Associates Inc. | 0.07% | Add +1.2% | 421,952 | $3.8M |
| Williams & Novak, LLC | 2.19% | Reduce -9.5% | 365,198 | $3.3M |
| Altium Capital Management LLC | 6.29% | No change | 333,093 | $3.0M |
| Whitebox Advisors LLC | 0.13% | No change | 284,471 | $2.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce 0.0% | 246,042 | $2.2M |
| First Foundation Advisors | 0.07% | Reduce -0.1% | 223,993 | $2.0M |
| City of London Investment Management Co. Ltd. | 0.11% | No change | 201,590 | $1.8M |
| Professional Financial Management, Inc. | 1.82% | Reduce -2.7% | 200,576 | $1.8M |
| Melfa Wealth Management, Inc. | 0.94% | Reduce -3.4% | 193,424 | $1.7M |
| Thomas J. Herzfeld Advisors, Inc. | 0.51% | Add +134.1% | 185,469 | $1.7M |
| Fiera Capital Corp | 0.01% | Reduce -3.5% | 174,853 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +13.8% | 165,869 | $1.5M |
| Core Wealth Partners LLC | 0.63% | Add +0.0% | 163,762 | $1.5M |
| Riverbridge Partners LLC | 0.04% | Reduce -0.3% | 161,369 | $1.4M |
| Wells Fargo & Company | 0.00% | Add +3.3% | 125,369 | $1.1M |
| Bank of America Corp. | 0.00% | Add +12.3% | 114,175 | $1.0M |
| Closed-End Fund Advisors, Inc. | 0.92% | Reduce -4.3% | 104,576 | $938K |
| UBS Group AG | 0.00% | Add +23.7% | 95,756 | $859K |
| Wedbush Securities Inc. | 0.02% | Add +11.9% | 88,333 | $792K |
| Baird Financial Group, Inc. | 0.00% | Add +22.9% | 84,115 | $755K |
| Summit Financial, LLC | 0.01% | Reduce -26.7% | 80,106 | $722K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -4.8% | 78,189 | $701K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -3.6% | 75,766 | $680K |
| Stonebridge Financial Group, LLC | 0.09% | — | 71,576 | $644K |
| Capstone Investment Advisors, LLC | 0.01% | No change | 71,579 | $642K |
| Osaic Holdings, Inc. | 0.00% | Add +202.8% | 70,057 | $628K |
| Raymond James Financial Inc. | 0.00% | Add +16.6% | 69,894 | $627K |
| Dakota Wealth Management | 0.01% | Add +17.1% | 59,585 | $534K |
| Jane Street Group, LLC | 0.00% | New | 53,776 | $482K |
| Rareview Capital LLC | 0.27% | Add +0.1% | 55,690 | $478K |
| PFG Investments, LLC | 0.02% | Reduce -9.2% | 52,557 | $471K |
| Ackerman Capital Advisors, LLC | 0.09% | Reduce -30.6% | 49,735 | $446K |
| MAI Capital Management | 0.00% | Add +116.7% | 43,554 | $392K |
| XTX Topco Ltd | 0.01% | New | 43,032 | $386K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 42,030 | $377K |
| Royal Bank of Canada | 0.00% | Add +19.4% | 37,755 | $339K |
| Intellectus Partners, LLC | 0.06% | No change | 36,072 | $325K |
| Ducere Wealth Management LLC | 0.10% | No change | 35,288 | $317K |
| HUB Investment Partners, LLC | 0.01% | No change | 32,295 | $290K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 28,713 | $258K |
| HighTower Advisors, LLC | 0.00% | Add +161.0% | 27,574 | $247K |
| Norden Group LLC | 0.02% | No change | 24,946 | $224K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.3% | 23,992 | $215K |
| Evolve Private Wealth, LLC | 0.01% | Reduce -15.3% | 22,237 | $200K |
| Whipplewood Advisors, LLC | 0.13% | Add +4.7% | 21,442 | $192K |
| Stifel Financial Corp. | 0.00% | Reduce -11.8% | 20,569 | $185K |
| Sowell Financial Services LLC | 0.01% | Reduce -5.5% | 19,921 | $179K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -46.2% | 19,692 | $177K |
| Western Wealth Management, LLC | 0.01% | Reduce -31.1% | 19,591 | $176K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -9.2% | 19,489 | $175K |
| Morse Asset Management, Inc | 0.03% | Add +6.7% | 18,715 | $168K |
| Choate Investment Advisors | 0.00% | No change | 18,404 | $165K |
| Susquehanna International Group, LLP | 0.00% | New | 17,838 | $160K |
| Wellspring Financial Advisors, LLC | 0.01% | New | 17,460 | $157K |
| Cetera Investment Advisers | 0.00% | Add +0.6% | 14,835 | $133K |
| Seamount Financial Group Inc. | 0.05% | No change | 14,436 | $129K |
| Tortoise Investment Management, LLC | 0.01% | New | 13,864 | $124K |
| Noble Wealth Management PBC | 0.06% | Reduce -7.5% | 13,654 | $122K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 12,524 | $112K |
| Pasadena Private Wealth, LLC | 0.01% | No change | 12,500 | $112K |
| Pure Financial Advisors, LLC | 0.00% | No change | 12,379 | $111K |
| Mutual Advisors, LLC | 0.00% | New | 10,802 | $97K |
| Smartleaf Asset Management LLC | 0.00% | No change | 3,120 | $28K |
| Hollencrest Capital Management | 0.00% | No change | 1,630 | $15K |
| JPMorgan Chase & Co. | 0.00% | No change | 701 | $6K |
| Ascentis Independent Advisors | 0.01% | Reduce -76.9% | 601 | $5K |
| Mascoma Wealth Management LLC | 0.00% | No change | 252 | $2K |
| FNY Investment Advisers, LLC | 0.00% | No change | 200 | $1K |
| Whittier Trust Co. | 0.00% | No change | 1 | $5 |
"% of holder's portfolio" is XPCQX's weight in each manager's 13F, not the share of PIMCO California Muni Inc. FD the manager owns.