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
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 $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

Summit Financial's PCQ Position: Q1 2026 in Review

Summit Financial increased its Pimco California Municipal Income Fund (PCQ) stake by 249% in Q1 2026, buying an estimated $694K and bringing the position to 109,220 shares worth $941K. The position accounts for 0.01% of the portfolio, ranked #796.

Summit Financial 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.

  • Summit Financial held 109,220 shares of Pimco California Municipal Income Fund worth $941K as of Q1 2026.
  • Summit Financial bought 77,951 Pimco California Municipal Income Fund shares in Q1 2026, an estimated $694K.
  • Pimco California Municipal Income Fund made up 0.01% of Summit Financial's portfolio in Q1 2026, its #796 holding.
  • Summit Financial 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 Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.