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

Mascoma 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 Q3	–	Sell	-252	Closed	-$2.26K	–	636
2026 Q2	$2.26K	Hold	252	–	–	﹤0.01%	443
2026 Q1	$2.16K	Hold	252	–	–	﹤0.01%	416
2025 Q4	$2.2K	Hold	252	–	–	﹤0.01%	411
2025 Q3	$2.2K	Buy	+252	New	+$2.13K	﹤0.01%	420

Other funds holding PCQ

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

Atala Financial Calabasas, California $172M AUM 15.45% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Seamount Financial Group Colorado Springs, Colorado $255M AUM 18.1% 1-Year Est. Return

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

Mascoma Wealth Management's PCQ Position: Q3 2026 in Review

Mascoma Wealth Management sold out of Pimco California Municipal Income Fund (PCQ) in Q3 2026, closing a stake of 252 shares — an estimated $2.26K sold.

Mascoma Wealth Management first reported a position in PCQ in Q3 2025 and held it in 4 quarters. The position peaked at $2.26K in Q2 2026. 11 funds tracked by Wall St. Rank hold PCQ as of Q3 2026.

Mascoma Wealth Management reported no remaining Pimco California Municipal Income Fund position as of Q3 2026 after selling out during the quarter.
Mascoma Wealth Management sold 252 Pimco California Municipal Income Fund shares in Q3 2026, an estimated $2.26K.
Mascoma Wealth Management first reported a position in Pimco California Municipal Income Fund in Q3 2025 and held it in 4 quarters.
Mascoma Wealth Management's Pimco California Municipal Income Fund position peaked at $2.26K in Q2 2026.
11 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.