SF
PCQ

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

Summit Financial’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 		$722K Sell
80,106
-29,114
-27% -$256K 0.01% 963
2026
Q1 		$941K Buy
109,220
+77,951
+249% +$694K 0.01% 796
2025
Q4 		$274K Hold
31,269
– – ﹤0.01% 1113
2025
Q3 		$273K Buy
+31,269
New +$264K ﹤0.01% 1092

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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
MC
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
AC
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

Summit Financial's PCQ Position: Q2 2026 in Review

Summit Financial reduced its Pimco California Municipal Income Fund (PCQ) stake by 27% in Q2 2026, selling an estimated $256K and leaving 80,106 shares worth $722K. The position accounts for 0.01% of the portfolio, ranked #963.

Summit Financial first reported a position in PCQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $941K in Q1 2026. 82 funds tracked by Wall St. Rank hold PCQ as of Q2 2026.

  • Summit Financial held 80,106 shares of Pimco California Municipal Income Fund worth $722K as of Q2 2026.
  • Summit Financial sold 29,114 Pimco California Municipal Income Fund shares in Q2 2026, an estimated $256K.
  • Pimco California Municipal Income Fund made up 0.01% of Summit Financial's portfolio in Q2 2026, its #963 holding.
  • Summit Financial first reported a position in Pimco California Municipal Income Fund in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Pimco California Municipal Income Fund position peaked at $941K in Q1 2026.
  • 82 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.