Pure Financial Advisors, LLC
Position in PCQ — Pimco California Municipal Income Fund
CIK 1571556
SAN DIEGO, CA
Position in PCQ
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$106,211
-$1,857 QoQ
Shares Held
12,379
0.0% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PCQ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Pure Financial Advisors, LLC holds $3,288,437 across 10 Asset Management names. PCQ ranks #10 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
6,717 | $748,408 | |
| 2 | BX |
Blackstone Inc.
|
5,201 | $598,062 | |
| 3 | BLK |
BlackRock, Inc.
|
448 | $430,846 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
9,508 | $384,788 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
6,089 | $215,794 | |
| 6 | NTRS |
Northern Trust Corp
|
1,544 | $215,496 | |
| 7 | NAC |
Nuveen California Quality Municipal Income Fund
|
18,195 | $211,971 | |
| 8 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
17,094 | $203,418 |
All Filings in PCQ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $106,211 | 12,379 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $108,068 | 12,379 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $107,944 | 12,379 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||