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.
PIMCO California Municipal Income Fund is easing one of its investment guidelines. The Board of Trustees approved reducing the Fund’s minimum guideline for California municipal bonds from 90% to 80% of net assets, effective October 20, 2025, giving the portfolio more flexibility.
The Fund will, under normal circumstances, invest at least 80% of its net assets in bonds whose interest is exempt from California income taxes. Separately, it will continue to follow its fundamental policy to invest at least 80% of its assets in investments whose income is exempt from both federal and California state income taxes. The change will appear in the annual shareholder report for the period ended December 31, 2025.
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.