PIMCO California Muni Inc. FDXPCQX
13F holders, Q1 2026 (March 31)88holders −5
10new positions
14sold out
$8.59avg. 13F price*
At the end of Q1 2026, 88 institutions reported holding PIMCO California Muni Inc. FD (XPCQX) in their 13F filings, down 5 from Q4 2025. 10 opened new positions and 14 sold out. The largest holders were Rivernorth Capital Management, LLC ($21.6M), Karpus Management, Inc. ($15.3M) and Guggenheim Capital LLC ($12.4M).
- Company
- PIMCO California Muni Inc. FD
- CUSIP
- 72200N106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $12.0M |
| Exits | 14 | $4.1M |
All 13F filers, Q4 2025 → Q1 2026: 2,898,065 shares bought and 1,806,486 shares sold, net +1,091,579 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Rivernorth Capital Management, LLC | 1.08% | Add +2.6% | 2,512,000 | $21.6M |
| Karpus Management, Inc. | 0.48% | Add +14.4% | 1,778,933 | $15.3M |
| Guggenheim Capital LLC | 0.10% | Add +19.0% | 1,442,771 | $12.4M |
| Advisors Asset Management, Inc. | 0.17% | Add +31.3% | 1,213,649 | $10.4M |
| Toronto Dominion Bank | 0.02% | New | 1,136,640 | $9.8M |
| Matisse Capital | 3.19% | Reduce -5.9% | 866,413 | $7.4M |
| Saba Capital Management, L.P. | 0.19% | Reduce -39.1% | 692,065 | $5.9M |
| Hennion & Walsh Asset Management, Inc. | 0.20% | Reduce -12.7% | 690,484 | $5.9M |
| Logan Stone Capital, LLC | 1.52% | Reduce -21.5% | 637,240 | $5.5M |
| Almitas Capital LLC | 1.20% | Reduce -3.7% | 617,015 | $5.3M |
| Robinson Capital Management, LLC | 2.34% | Add +53.0% | 587,469 | $5.2M |
| Morgan Stanley | 0.00% | Reduce -1.0% | 471,607 | $4.0M |
| Sit Investment Associates Inc. | 0.07% | Add +6.5% | 416,952 | $3.6M |
| Williams & Novak, LLC | 2.60% | Reduce -3.5% | 403,583 | $3.5M |
| LPL Financial LLC | 0.00% | Add +21.4% | 343,966 | $3.0M |
| Verition Fund Management LLC | 0.03% | Reduce -26.6% | 338,158 | $2.9M |
| Altium Capital Management LLC | 6.80% | Add +28.6% | 333,093 | $2.9M |
| Whitebox Advisors LLC | 0.13% | Add +45.5% | 284,471 | $2.4M |
| Bank of New York Mellon Corp | 0.00% | Add +0.0% | 246,050 | $2.1M |
| First Foundation Advisors | 0.08% | Add +7.2% | 224,269 | $1.9M |
| Professional Financial Management, Inc. | 1.84% | Add +3.4% | 206,231 | $1.8M |
| City of London Investment Management Co. Ltd. | 0.13% | No change | 201,590 | $1.7M |
| Melfa Wealth Management, Inc. | 0.99% | No change | 200,176 | $1.7M |
| Fiera Capital Corp | 0.01% | Reduce -46.3% | 181,207 | $1.6M |
| Core Wealth Partners LLC | 0.65% | Add +0.0% | 163,735 | $1.4M |
| Riverbridge Partners LLC | 0.03% | Add +10.8% | 161,861 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +6.8% | 145,728 | $1.3M |
| Wells Fargo & Company | 0.00% | Reduce -13.9% | 121,374 | $1.0M |
| Summit Financial, LLC | 0.01% | Add +249.3% | 109,220 | $941K |
| Closed-End Fund Advisors, Inc. | 0.95% | Add +13.4% | 109,259 | $937K |
| Bank of America Corp. | 0.00% | Reduce -5.5% | 101,671 | $872K |
| Integrated Wealth Concepts LLC | 0.01% | New | 82,135 | $705K |
| Thomas J. Herzfeld Advisors, Inc. | 0.23% | Reduce -64.2% | 79,226 | $680K |
| Wedbush Securities Inc. | 0.02% | Add +28.6% | 78,946 | $677K |
| Summit Trail Advisors, LLC | 0.01% | New | 78,597 | $674K |
| UBS Group AG | 0.00% | Add +3.5% | 77,403 | $664K |
| Ackerman Capital Advisors, LLC | 0.13% | Add +19.0% | 71,696 | $615K |
| Capstone Investment Advisors, LLC | 0.01% | No change | 71,579 | $614K |
| Baird Financial Group, Inc. | 0.00% | Add +1.8% | 68,470 | $587K |
| Raymond James Financial Inc. | 0.00% | Add +6.0% | 59,928 | $514K |
| PFG Investments, LLC | 0.02% | Add +51.8% | 57,854 | $496K |
| Rareview Capital LLC | 0.28% | Add +0.1% | 55,652 | $478K |
| Dakota Wealth Management | 0.01% | Add +42.6% | 50,885 | $437K |
| Evoke Wealth, LLC | 0.01% | Reduce -1.3% | 45,484 | $392K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -19.5% | 36,584 | $314K |
| Intellectus Partners, LLC | 0.06% | No change | 36,072 | $311K |
| Ducere Wealth Management LLC | 0.12% | No change | 35,288 | $303K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 34,000 | $292K |
| Catalina Capital Group, LLC | 0.17% | Add +0.1% | 32,700 | $281K |
| HUB Investment Partners, LLC | 0.01% | Reduce -8.8% | 32,295 | $277K |
| Royal Bank of Canada | 0.00% | Reduce -18.6% | 31,610 | $271K |
| Debussy Capital Management LP | 0.04% | Add +0.1% | 30,883 | $265K |
| Financially in Tune, LLC | 0.22% | No change | 29,980 | $257K |
| Blue Bell Private Wealth Management, LLC | 0.04% | No change | 28,713 | $246K |
| Western Wealth Management, LLC | 0.01% | New | 28,416 | $244K |
| Evolve Private Wealth, LLC | 0.01% | Reduce -3.4% | 26,239 | $225K |
| Norden Group LLC | 0.02% | No change | 24,946 | $214K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -17.5% | 24,132 | $207K |
| Stifel Financial Corp. | 0.00% | Add +74.4% | 23,328 | $200K |
| Osaic Holdings, Inc. | 0.00% | Reduce -32.3% | 23,135 | $198K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.8% | 22,792 | $196K |
| Farther Finance Advisors, LLC | 0.00% | Add +232.1% | 21,464 | $184K |
| Sowell Financial Services LLC | 0.01% | Add +0.9% | 21,084 | $181K |
| Whipplewood Advisors, LLC | 0.09% | Add +0.2% | 20,479 | $176K |
| MAI Capital Management | 0.00% | No change | 20,100 | $172K |
| Choate Investment Advisors | 0.00% | No change | 18,404 | $158K |
| Morse Asset Management, Inc | 0.03% | Add +1.8% | 17,544 | $151K |
| Journey Strategic Wealth LLC | 0.00% | No change | 17,000 | $146K |
| Noble Wealth Management PBC | 0.06% | Reduce -22.2% | 14,756 | $127K |
| Cetera Investment Advisers | 0.00% | Reduce -55.6% | 14,754 | $127K |
| Seamount Financial Group Inc. | 0.06% | New | 14,436 | $124K |
| Bank of Montreal | 0.00% | Reduce -48.7% | 13,133 | $113K |
| Pasadena Private Wealth, LLC | 0.01% | No change | 12,500 | $107K |
| Pure Financial Advisors, LLC | 0.00% | No change | 12,379 | $106K |
| Granite Investment Partners, LLC | 0.01% | New | 12,108 | $104K |
| Marex Group Ltd | 0.00% | New | 11,000 | $94K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 10,566 | $91K |
| Cwm, LLC | 0.00% | Add +75.0% | 3,500 | $30K |
| Smartleaf Asset Management LLC | 0.00% | No change | 3,120 | $26K |
| Golden State Wealth Management, LLC | 0.00% | No change | 3,061 | $26K |
| Ascentis Independent Advisors | 0.00% | New | 2,601 | $22K |
| Hollencrest Capital Management | 0.00% | No change | 1,630 | $14K |
| NBT Bank, N.A. | 0.00% | No change | 722 | $6K |
| JPMorgan Chase & Co. | 0.00% | No change | 701 | $6K |
| Mascoma Wealth Management LLC | 0.00% | No change | 252 | $2K |
| FNY Investment Advisers, LLC | 0.00% | No change | 200 | $1K |
| Fifth Third Bancorp | 0.00% | New | 62 | $532 |
| Whittier Trust Co. | 0.00% | No change | 1 | $4 |
"% 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.