PIMCO California Muni Inc. FDXPCQX
13F holders, Q1 2024 (March 31)47holders
$9.36avg. 13F price*
At the end of Q1 2024, 47 institutions reported holding PIMCO California Muni Inc. FD (XPCQX) in their 13F filings. The largest holders were Guggenheim Capital LLC ($3.6M), Fiera Capital Corp ($3.1M) and Advisors Asset Management, Inc. ($2.7M).
- Company
- PIMCO California Muni Inc. FD
- CUSIP
- 72200N106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $668K |
| Exits | 11 | $2.3M |
Ownership 47 holders
| Guggenheim Capital LLC | 0.03% | Add +0.5% | 386,185 | $3.6M |
| Fiera Capital Corp | 0.01% | Reduce -15.1% | 329,041 | $3.1M |
| Advisors Asset Management, Inc. | 0.05% | Add +26.4% | 287,719 | $2.7M |
| Morgan Stanley | 0.00% | Add +0.1% | 250,679 | $2.3M |
| Rivernorth Capital Management, LLC | 0.11% | No change | 235,341 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.07% | No change | 214,755 | $2.0M |
| Williams & Novak, LLC | 2.27% | No change | 214,755 | $2.0M |
| Wells Fargo & Company | 0.00% | Reduce -9.8% | 168,581 | $1.6M |
| Melfa Wealth Management, Inc. | 1.02% | Reduce -5.6% | 150,290 | $1.4M |
| Robinson Capital Management, LLC | 0.49% | No change | 148,281 | $1.4M |
| Wolverine Asset Management LLC | 0.11% | Add +19.5% | 133,533 | $1.2M |
| Logan Stone Capital, LLC | 0.22% | Reduce -0.9% | 111,433 | $1.0M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Add +214.4% | 103,457 | $968K |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.3% | 85,804 | $803K |
| First Foundation Advisors | 0.03% | No change | 72,949 | $683K |
| Ackerman Capital Advisors, LLC | 0.13% | Reduce -57.4% | 51,662 | $484K |
| LPL Financial LLC | 0.00% | Add +6.1% | 50,232 | $470K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.9% | 48,952 | $458K |
| Capital Analysts, LLC | 0.02% | Add +9.3% | 48,273 | $452K |
| PFG Investments, LLC | 0.03% | New | 46,220 | $433K |
| Landscape Capital Management, L.L.C. | 0.04% | Reduce -30.5% | 44,747 | $419K |
| Davidson Trust Co. | 0.20% | No change | 37,440 | $350K |
| Bank of America Corp. | 0.00% | Reduce -10.7% | 35,993 | $337K |
| Core Wealth Partners LLC | 0.25% | No change | 34,695 | $325K |
| Cetera Investment Advisers | 0.00% | Add +12.4% | 31,044 | $291K |
| UBS Group AG | 0.00% | Add +1.1% | 25,522 | $239K |
| Bank of Montreal | 0.00% | Add +22.6% | 22,626 | $237K |
| Baker Tilly Wealth Management, LLC | 0.04% | No change | 24,946 | $233K |
| Townsquare Capital LLC | 0.00% | No change | 24,946 | $233K |
| Regatta Capital Group, LLC | 0.05% | No change | 22,316 | $209K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 21,878 | $205K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 20,500 | $192K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.7% | 20,455 | $191K |
| Nomura Holdings Inc. | 0.00% | Add +72.1% | 17,902 | $168K |
| Wedbush Securities Inc. | 0.01% | Add +20.3% | 17,829 | $167K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -0.1% | 13,919 | $131K |
| Royal Bank of Canada | 0.00% | Reduce -76.6% | 11,872 | $111K |
| Mechanics Bank Trust Department | 0.02% | New | 11,100 | $104K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 10,948 | $101K |
| Simon Quick Advisors, LLC | 0.01% | New | 10,307 | $96K |
| Hollencrest Capital Management | 0.00% | No change | 6,655 | $62K |
| JPMorgan Chase & Co. | 0.00% | New | 3,781 | $35K |
| Cwm, LLC | 0.00% | No change | 2,000 | $19K |
| UMB Bank, n.a. | 0.00% | Reduce -16.0% | 1,456 | $14K |
| US Bancorp \de | 0.00% | No change | 300 | $3K |
| FNY Investment Advisers, LLC | 0.00% | No change | 200 | $1K |
| FMR LLC | 0.00% | New | 1 | $9 |
"% 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.