WA
PCQ

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

Whipplewood 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 		$192K Buy
21,442
+963
+5% +$8.46K 0.13% 98
2026
Q1 		$176K Buy
20,479
+47
+0.2% +$418 0.09% 142
2025
Q4 		$178K Hold
20,432
– – 0.11% 129
2025
Q3 		$178K Buy
+20,432
New +$172K 0.12% 130

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

Whipplewood Advisors's PCQ Position: Q2 2026 in Review

Whipplewood Advisors increased its Pimco California Municipal Income Fund (PCQ) stake by 4.7% in Q2 2026, buying an estimated $8.46K and bringing the position to 21,442 shares worth $192K. The position accounts for 0.13% of the portfolio, ranked #98.

Whipplewood Advisors first reported a position in PCQ in Q3 2025 and has held it in 4 quarters since. 82 funds tracked by Wall St. Rank hold PCQ as of Q2 2026.

  • Whipplewood Advisors held 21,442 shares of Pimco California Municipal Income Fund worth $192K as of Q2 2026.
  • Whipplewood Advisors bought 963 Pimco California Municipal Income Fund shares in Q2 2026, an estimated $8.46K.
  • Pimco California Municipal Income Fund made up 0.13% of Whipplewood Advisors's portfolio in Q2 2026, its #98 holding.
  • Whipplewood Advisors first reported a position in Pimco California Municipal Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 82 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.