KIM
PCQ

Karpus Investment Management’s Pimco California Municipal Income Fund PCQ Stock Holding History

Karpus Investment 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
Q1 		$15.3M Buy
1,778,933
+224,590
+14% +$2M 0.48% 56
2025
Q4 		$13.6M Buy
1,554,343
+183,141
+13% +$1.61M 0.42% 66
2025
Q3 		$12M Buy
+1,371,202
New +$11.6M 0.38% 71

Other funds holding PCQ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Karpus Investment Management's PCQ Position: Q1 2026 in Review

Karpus Investment Management increased its Pimco California Municipal Income Fund (PCQ) stake by 14% in Q1 2026, buying an estimated $2M and bringing the position to 1,778,933 shares worth $15.3M. The position accounts for 0.48% of the portfolio, ranked #56.

Karpus Investment Management first reported a position in PCQ in Q3 2025 and has held it in 3 quarters since. 88 funds tracked by Wall St. Rank hold PCQ as of Q1 2026.

  • Karpus Investment Management held 1,778,933 shares of Pimco California Municipal Income Fund worth $15.3M as of Q1 2026.
  • Karpus Investment Management bought 224,590 Pimco California Municipal Income Fund shares in Q1 2026, an estimated $2M.
  • Pimco California Municipal Income Fund made up 0.48% of Karpus Investment Management's portfolio in Q1 2026, its #56 holding.
  • Karpus Investment Management first reported a position in Pimco California Municipal Income Fund in Q3 2025 and has held it in 3 quarters since.
  • 88 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q1 2026.

Based on Karpus Investment Management's 13F filing for Q1 2026, filed 14 May 2026.