SFS
PCQ

Sowell Financial Services’s Pimco California Municipal Income Fund PCQ Stock Holding History

Sowell Financial Services’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 		$181K Buy
21,084
+184
+0.9% +$1.64K 0.01% 1059
2025
Q4 		$182K Sell
20,900
-8,786
-30% -$77.3K 0.01% 1045
2025
Q3 		$259K Buy
+29,686
New +$251K 0.01% 872
2017
Q1 		– Sell
-880
Closed -$14K – 491
2016
Q4 		$14K Buy
+880
New +$13.8K ﹤0.01% 457

Other funds holding PCQ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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 $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 13% 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

Sowell Financial Services's PCQ Position: Q1 2026 in Review

Sowell Financial Services increased its Pimco California Municipal Income Fund (PCQ) stake by 0.88% in Q1 2026, buying an estimated $1.64K and bringing the position to 21,084 shares worth $181K. The position accounts for 0.01% of the portfolio, ranked #1059.

Sowell Financial Services first reported a position in PCQ in Q4 2016 and has held it in 4 quarters since. The position peaked at $259K in Q3 2025. 88 funds tracked by Wall St. Rank hold PCQ as of Q1 2026.

  • Sowell Financial Services held 21,084 shares of Pimco California Municipal Income Fund worth $181K as of Q1 2026.
  • Sowell Financial Services bought 184 Pimco California Municipal Income Fund shares in Q1 2026, an estimated $1.64K.
  • Pimco California Municipal Income Fund made up 0.01% of Sowell Financial Services's portfolio in Q1 2026, its #1059 holding.
  • Sowell Financial Services first reported a position in Pimco California Municipal Income Fund in Q4 2016 and has held it in 4 quarters since.
  • Sowell Financial Services's Pimco California Municipal Income Fund position peaked at $259K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.