DWM
PCQ

Ducere Wealth Management’s Pimco California Municipal Income Fund PCQ Stock Holding History

Ducere Wealth Management’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 		$317K Hold
35,288
– – 0.1% 107
2026
Q1 		$303K Hold
35,288
– – 0.12% 98
2025
Q4 		$308K Buy
+35,288
New +$311K 0.12% 100

Other funds holding PCQ

RCM
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KIM
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AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Ducere Wealth Management's PCQ Position: Q2 2026 in Review

Ducere Wealth Management held its Pimco California Municipal Income Fund (PCQ) position steady in Q2 2026 at 35,288 shares worth $317K. The position accounts for 0.1% of the portfolio, ranked #107.

Ducere Wealth Management first reported a position in PCQ in Q4 2025 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold PCQ as of Q2 2026.

  • Ducere Wealth Management held 35,288 shares of Pimco California Municipal Income Fund worth $317K as of Q2 2026.
  • Ducere Wealth Management left its Pimco California Municipal Income Fund share count unchanged in Q2 2026.
  • Pimco California Municipal Income Fund made up 0.1% of Ducere Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Ducere Wealth Management first reported a position in Pimco California Municipal Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 82 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q2 2026.

Based on Ducere Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.