Ducere Wealth Management LLC
Position in PCQ — Pimco California Municipal Income Fund
CIK 2083656
NEWPORT BEACH, CA
Position in PCQ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$316,533
+$13,762 QoQ
Shares Held
35,288
0.0% QoQ
Ownership
0.186%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#51
of 82 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PCQ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Ducere Wealth Management LLC holds $607,059 across 3 Asset Management names. PCQ ranks #1 (52.1% of the industry book) .
All Filings in PCQ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,533 | 35,288 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $302,771 | 35,288 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $308,064 | 35,288 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||