RIL
PCQ

Rothschild Investment LLC’s Pimco California Municipal Income Fund PCQ Stock Holding History

Rothschild Investment LLC’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
2025
Q4 		– Sell
-1,404
Closed -$12.2K – 3482
2025
Q3 		$12.2K Buy
+1,404
New +$11.8K ﹤0.01% 1370

Other funds holding PCQ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rothschild Investment LLC's PCQ Position: Q4 2025 in Review

Rothschild Investment LLC sold out of Pimco California Municipal Income Fund (PCQ) in Q4 2025, closing a stake of 1,404 shares — an estimated $12.2K sold.

Rothschild Investment LLC first reported a position in PCQ in Q3 2025 and held it in 1 quarter. The position peaked at $12.2K in Q3 2025. 93 funds tracked by Wall St. Rank hold PCQ as of Q4 2025.

  • Rothschild Investment LLC reported no remaining Pimco California Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 1,404 Pimco California Municipal Income Fund shares in Q4 2025, an estimated $12.2K.
  • Rothschild Investment LLC first reported a position in Pimco California Municipal Income Fund in Q3 2025 and held it in 1 quarter.
  • Rothschild Investment LLC's Pimco California Municipal Income Fund position peaked at $12.2K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q4 2025.

Based on Rothschild Investment LLC's 13F filing for Q4 2025, filed 10 Feb 2026.