WFA
PCQ

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

Wellspring Financial Advisors’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 		$157K Buy
+17,460
New +$153K 0.01% 276

Other funds holding PCQ

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WN
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PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wellspring Financial Advisors's PCQ Position: Q2 2026 in Review

Wellspring Financial Advisors opened a new position in Pimco California Municipal Income Fund (PCQ) in Q2 2026: 17,460 shares worth $157K. The stake represents 0.01% of the portfolio and ranks #276 among its holdings.

16 funds tracked by Wall St. Rank hold PCQ as of Q2 2026.

  • Wellspring Financial Advisors held 17,460 shares of Pimco California Municipal Income Fund worth $157K as of Q2 2026.
  • Pimco California Municipal Income Fund was a new Wellspring Financial Advisors position in Q2 2026.
  • Pimco California Municipal Income Fund made up 0.01% of Wellspring Financial Advisors's portfolio in Q2 2026, its #276 holding.
  • 16 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.