Core Wealth Partners’s Pimco California Municipal Income Fund PCQ Stock Holding History

Core Wealth Partners’s Portfolio PCQ Stock Details PCQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.47M	Buy	163,762 +27	+0%	+$237	0.63%	43
2026 Q1	$1.4M	Buy	163,735 +26	+0%	+$231	0.65%	41
2025 Q4	$1.43M	Buy	163,709 +26	+0%	+$229	0.64%	43
2025 Q3	$1.43M	Buy	163,683 +128,988	+372%	+$1.09M	0.66%	44
2025 Q2	$298K	Hold	34,695	–	–	0.15%	122
2025 Q1	$307K	Hold	34,695	–	–	0.18%	116
2024 Q4	$314K	Hold	34,695	–	–	0.18%	120
2024 Q3	$346K	Hold	34,695	–	–	0.21%	104
2024 Q2	$327K	Hold	34,695	–	–	0.22%	93
2024 Q1	$325K	Hold	34,695	–	–	0.25%	82
2023 Q4	$323K	Hold	34,695	–	–	0.27%	78
2023 Q3	$289K	Hold	34,695	–	–	0.26%	78
2023 Q2	$340K	Hold	34,695	–	–	0.31%	68
2023 Q1	$350K	Buy	+34,695	New	+$373K	0.35%	63

Other funds holding PCQ

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

PFM

Professional Financial Management Appleton, Wisconsin $98.6M AUM

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Core Wealth Partners's PCQ Position: Q2 2026 in Review

Core Wealth Partners increased its Pimco California Municipal Income Fund (PCQ) stake by 0.02% in Q2 2026, buying an estimated $237 and bringing the position to 163,762 shares worth $1.47M. The position accounts for 0.63% of the portfolio, ranked #43.

Core Wealth Partners first reported a position in PCQ in Q1 2023 and has held it in 14 quarters since. 16 funds tracked by Wall St. Rank hold PCQ as of Q2 2026.

Core Wealth Partners held 163,762 shares of Pimco California Municipal Income Fund worth $1.47M as of Q2 2026.
Core Wealth Partners bought 27 Pimco California Municipal Income Fund shares in Q2 2026, an estimated $237.
Pimco California Municipal Income Fund made up 0.63% of Core Wealth Partners's portfolio in Q2 2026, its #43 holding.
Core Wealth Partners first reported a position in Pimco California Municipal Income Fund in Q1 2023 and has held it in 14 quarters since.
16 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.