First Foundation Advisors’s Pimco California Municipal Income Fund PCQ Stock Holding History

First Foundation 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 Q2	$2.01M	Sell	223,993 -276	-0.1%	-$2.42K	0.07%	143
2026 Q1	$1.92M	Buy	224,269 +15,093	+7%	+$134K	0.08%	145
2025 Q4	$1.83M	Buy	209,176 +176,380	+538%	+$1.55M	0.07%	139
2025 Q3	$286K	Sell	32,796 -16,430	-33%	-$139K	0.01%	280
2025 Q2	$423K	Sell	49,226 -10,085	-17%	-$85.9K	0.02%	253
2025 Q1	$525K	Sell	59,311 -13,638	-19%	-$124K	0.02%	221
2024 Q4	$659K	Sell	72,949 -1,055	-1%	-$10.2K	0.02%	205
2024 Q3	$737K	Buy	74,004 +1,055	+1%	+$10.1K	0.03%	192
2024 Q2	$687K	Hold	72,949	–	–	0.03%	199
2024 Q1	$683K	Hold	72,949	–	–	0.03%	201
2023 Q4	$680K	Hold	72,949	–	–	0.03%	198
2023 Q3	$608K	Hold	72,949	–	–	0.03%	228
2023 Q2	$715K	Buy	+72,949	New	+$721K	0.03%	205

Other funds holding PCQ

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

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

First Foundation Advisors's PCQ Position: Q2 2026 in Review

First Foundation Advisors reduced its Pimco California Municipal Income Fund (PCQ) stake by 0.12% in Q2 2026, selling an estimated $2.42K and leaving 223,993 shares worth $2.01M. The position accounts for 0.07% of the portfolio, ranked #143.

First Foundation Advisors first reported a position in PCQ in Q2 2023 and has held it in 13 quarters since. 82 funds tracked by Wall St. Rank hold PCQ as of Q2 2026.

First Foundation Advisors held 223,993 shares of Pimco California Municipal Income Fund worth $2.01M as of Q2 2026.
First Foundation Advisors sold 276 Pimco California Municipal Income Fund shares in Q2 2026, an estimated $2.42K.
Pimco California Municipal Income Fund made up 0.07% of First Foundation Advisors's portfolio in Q2 2026, its #143 holding.
First Foundation Advisors first reported a position in Pimco California Municipal Income Fund in Q2 2023 and has held it in 13 quarters since.
82 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.