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Farther Finance Advisors’s Pimco California Municipal Income Fund PCQ Stock Holding History

Farther Finance Advisors’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
Q3 		$142K Sell
18,475
-1,014
-5% -$8.71K ﹤0.01% 2573
2026
Q2 		$175K Sell
19,489
-1,975
-9% -$17.3K ﹤0.01% 2347
2026
Q1 		$184K Buy
21,464
+15,000
+232% +$133K ﹤0.01% 2072
2025
Q4 		$56.4K Buy
6,464
+3,350
+108% +$29.5K ﹤0.01% 2732
2025
Q3 		$27.2K Buy
3,114
+2,000
+180% +$16.9K ﹤0.01% 2836
2025
Q2 		$9.57K Hold
1,114
– – ﹤0.01% 3099
2025
Q1 		$9.97K Buy
+1,114
New +$10.1K ﹤0.01% 2739

Other funds holding PCQ

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Farther Finance Advisors's PCQ Position: Q3 2026 in Review

Farther Finance Advisors reduced its Pimco California Municipal Income Fund (PCQ) stake by 5.2% in Q3 2026, selling an estimated $8.71K and leaving 18,475 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #2573.

Farther Finance Advisors first reported a position in PCQ in Q1 2025 and has held it in 7 quarters since. The position peaked at $184K in Q1 2026. 5 funds tracked by Wall St. Rank hold PCQ as of Q3 2026.

  • Farther Finance Advisors held 18,475 shares of Pimco California Municipal Income Fund worth $142K as of Q3 2026.
  • Farther Finance Advisors sold 1,014 Pimco California Municipal Income Fund shares in Q3 2026, an estimated $8.71K.
  • Pimco California Municipal Income Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2573 holding.
  • Farther Finance Advisors first reported a position in Pimco California Municipal Income Fund in Q1 2025 and has held it in 7 quarters since.
  • Farther Finance Advisors's Pimco California Municipal Income Fund position peaked at $184K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.