PIMCO California Muni Inc. FDXPCQX
13F holders, Q2 2024 (June 30)47holders
5new positions
5sold out
$9.42avg. 13F price*
At the end of Q2 2024, 47 institutions reported holding PIMCO California Muni Inc. FD (XPCQX) in their 13F filings, unchanged from Q1 2024. 5 opened new positions and 5 sold out. The largest holders were Guggenheim Capital LLC ($3.8M), Advisors Asset Management, Inc. ($3.6M) and Morgan Stanley ($3.1M).
- Company
- PIMCO California Muni Inc. FD
- CUSIP
- 72200N106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $474K |
| Exits | 5 | $366K |
All 13F filers, Q1 2024 → Q2 2024: 358,475 shares bought and 381,015 shares sold, net −22,540 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| Guggenheim Capital LLC | 0.03% | Add +5.5% | 407,290 | $3.8M |
| Advisors Asset Management, Inc. | 0.07% | Add +32.8% | 382,112 | $3.6M |
| Morgan Stanley | 0.00% | Add +31.0% | 328,317 | $3.1M |
| Rivernorth Capital Management, LLC | 0.10% | No change | 235,341 | $2.2M |
| Fiera Capital Corp | 0.01% | Reduce -33.2% | 219,837 | $2.1M |
| Williams & Novak, LLC | 1.88% | No change | 214,755 | $2.0M |
| Dynamic Advisor Solutions LLC | 0.06% | No change | 214,755 | $2.0M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Add +80.1% | 186,292 | $1.8M |
| Melfa Wealth Management, Inc. | 0.98% | Reduce -1.1% | 148,647 | $1.4M |
| Wells Fargo & Company | 0.00% | Reduce -20.9% | 133,358 | $1.3M |
| Wolverine Asset Management LLC | 0.11% | Reduce -6.5% | 124,909 | $1.2M |
| Logan Stone Capital, LLC | 0.30% | Add +9.8% | 122,369 | $1.2M |
| First Foundation Advisors | 0.03% | No change | 72,949 | $687K |
| LPL Financial LLC | 0.00% | Add +15.5% | 58,014 | $546K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.6% | 52,653 | $496K |
| Robinson Capital Management, LLC | 0.16% | Reduce -68.0% | 47,508 | $444K |
| PFG Investments, LLC | 0.03% | Add +0.9% | 46,622 | $439K |
| Osaic Holdings, Inc. | 0.00% | Reduce -48.5% | 44,214 | $417K |
| Capital Analysts, LLC | 0.02% | Reduce -13.0% | 41,976 | $395K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -7.3% | 41,497 | $391K |
| Ackerman Capital Advisors, LLC | 0.10% | Reduce -21.2% | 40,692 | $383K |
| Davidson Trust Co. | 0.24% | No change | 37,440 | $353K |
| Bank of America Corp. | 0.00% | Reduce -0.3% | 35,880 | $338K |
| Core Wealth Partners LLC | 0.22% | No change | 34,695 | $327K |
| UBS Group AG | 0.00% | Add +11.3% | 28,392 | $267K |
| Townsquare Capital LLC | 0.00% | No change | 24,946 | $235K |
| Cetera Investment Advisers | 0.00% | Reduce -22.4% | 24,097 | $227K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +12.2% | 23,000 | $217K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 21,878 | $206K |
| Wedbush Securities Inc. | 0.01% | Add +22.5% | 21,841 | $206K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.5% | 19,319 | $182K |
| Nomura Holdings Inc. | 0.00% | No change | 17,902 | $169K |
| Bank of Montreal | 0.00% | Reduce -34.5% | 14,821 | $155K |
| Beta Wealth Group, Inc. | 0.07% | New | 15,409 | $145K |
| Regatta Capital Group, LLC | 0.03% | Reduce -32.8% | 14,988 | $141K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 13,919 | $132K |
| Mercer Global Advisors Inc. | 0.00% | New | 12,172 | $115K |
| Royal Bank of Canada | 0.00% | No change | 11,872 | $112K |
| AQR Arbitrage LLC | 0.01% | New | 11,576 | $109K |
| Mechanics Bank Trust Department | 0.01% | No change | 11,100 | $105K |
| Northwest Financial Advisors | 0.10% | New | 10,787 | $102K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.2% | 10,595 | $99K |
| Hollencrest Capital Management | 0.00% | No change | 6,655 | $63K |
| Cwm, LLC | 0.00% | No change | 2,000 | $19K |
| UMB Bank, n.a. | 0.00% | Reduce -36.0% | 932 | $9K |
| CIBC Private Wealth Group LLC | 0.00% | New | 357 | $3K |
| US Bancorp \de | 0.00% | No change | 300 | $3K |
"% 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.