Welcome to our dedicated page for PIMCO CA Municipal Income SEC filings (Ticker: PCQ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The PIMCO California Municipal Income Fund (PCQ) SEC filings page on Stock Titan provides access to the fund’s official regulatory documents filed with the U.S. Securities and Exchange Commission. PCQ is a closed-end management investment company listed on the New York Stock Exchange, and its filings describe a strategy focused on income that is exempt from federal and California state income taxes through investments in municipal bonds.
Key filings for this fund include current reports on Form 8-K and proxy materials on Schedule 14A. In an 8-K, the fund disclosed a Board-approved change to its non-fundamental investment guidelines, reducing the minimum investment guideline for California Municipal Bonds from 90% to 80% of net assets. The same filing explains that the fund will continue to follow its fundamental policy to invest, under normal circumstances, at least 80% of its assets in investments whose income is exempt from both federal and California state income taxes.
Definitive proxy statements (DEF 14A) offer detail on governance, the Board of Trustees, and voting rights for common and preferred shareholders, including Remarketable Variable Rate Municipal Term Preferred Shares (RVMTPS). These documents outline how trustees are elected, how joint annual meetings are conducted with related PIMCO municipal funds, and how record dates determine voting eligibility.
On Stock Titan, PCQ filings are paired with AI-powered summaries that highlight the main points of each document. Users can quickly see what a particular 8-K or proxy statement covers, such as changes to investment guidelines or trustee elections, without reading every page. Real-time updates from EDGAR help ensure that new filings appear promptly, while AI explanations make complex regulatory language more accessible to investors analyzing this municipal income fund.
Saba Capital Management, L.P., Saba Capital Management GP, LLC and Boaz R. Weinstein filed an amended Schedule 13G reporting beneficial ownership in PIMCO California Municipal Income Fund. They report holding 1,079,027 common shares, representing 1.92% of the fund’s common shares, based on 56,136,824 shares outstanding as of 10/16/25. The filing notes that the securities were not acquired and are not held for the purpose of changing or influencing control of the fund, but instead under a passive ownership certification.
PIMCO California Municipal Income Fund director files initial ownership report with no holdings
PIMCO California Municipal Income Fund (ticker PCQ) director Sonya Morris filed an initial insider ownership report as of 12/31/2025. The filing states that no securities of the fund are beneficially owned, meaning she reports no direct or indirect ownership of the fund’s shares at this time. The document is a Form 3, which is required when someone becomes a director, officer, or large shareholder of a public company or fund.
PIMCO California Municipal Income Fund (PCQ), PIMCO Municipal Income Fund II (PML), and PIMCO New York Municipal Income Fund II (PNI) called a joint annual shareholder meeting for December 15, 2025 at 8:00 A.M. PT at PIMCO’s Newport Beach offices. Shareholders will vote on the election and re‑election of Trustees: Kathleen A. McCartney (re‑election) and Mark Michel (election) by common and preferred shareholders voting together, and Sarah E. Cogan (re‑election) and Deborah A. DeCotis (election) by preferred shareholders voting separately.
The record date is October 16, 2025. Voting is by mail, internet, telephone, or in person. A 30% quorum of entitled shares is required, and nominees are chosen by a plurality of votes cast. The Boards unanimously recommend voting FOR all nominees. PIMCO will bear the cost of soliciting proxies.
PricewaterhouseCoopers LLP was selected as independent auditor for the fiscal year ending December 31, 2025. Reported audit fees for 2024 were $58,301 (PCQ), $93,369 (PML), and $53,630 (PNI).
Mark D. Michel filed an initial Form 3 disclosing his relationship to PIMCO California Municipal Income Fund (PCQ). The report indicates the reporting person is a Director and the form was filed by one reporting person. The Event Date requiring the statement is 09/18/2025. The filing states no securities are beneficially owned and includes an Exhibit 24 power of attorney. The form is signed on behalf of Mr. Michel by an attorney-in-fact, Ryan Leshaw, with a signature date of 09/25/2025. No derivative or non-derivative holdings are reported.
JPMorgan Chase Bank, N.A. reports beneficial ownership of 790 Remarketable Variable Rate MuniFund Term Preferred Shares of PIMCO California Municipal Income Fund, representing 19.66% of the preferred class. JPM retained voting rights for shares not assigned to a voting trust and assigned voting rights on 790 shares to a Voting Trust on June 12, 2024; the Voting Consultant recommends votes to the Voting Trustee, who must follow those recommendations. JPM deposited 100% of certain VMTP shares into a tender option bond trust and holds indirect beneficial interests via other TOB trusts following a reorganization exchange.
FAQ
What is the current stock price of PIMCO CA Municipal Income (PCQ)?
What is the market cap of PIMCO CA Municipal Income (PCQ)?
