Pimco California Municipal Income Fund has 8 Schedule 13D or 13G filings on record since 2025-08-05. 2 holders' latest filing reports 5% or more of remarketable variable rate munifund term preferred. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Bank Of America Corp | 79.4% | 1,920 | SCHEDULE 13D/A, 2026-09-17 | 2026-09-10 |
| Wells Fargo & Company | 12.42% | 499 | SCHEDULE 13D/A, 2025-08-05 | 2025-08-01 |
| Saba Capital Management, L.P. | 1.92% | 1,079,027 | SCHEDULE 13G/A, 2026-01-12 | 2025-09-30 |
| JPMorgan Chase Bank, National Association | 0% | 0 | SCHEDULE 13G/A, 2026-08-25 | 2026-08-24 |
Purpose of Transaction (Item 4)
Wells Fargo & Company
Item 4 of the Original Schedule 13D is hereby amended by adding the following paragraph at the end thereof: "In connection with the Reorganization of PCK and PZC into the Issuer, Capital Strategies exchanged its 292 RVMTP Shares of PCK (CUSIP No. 72200M801) and 105 RVMTP Shares of PZC (CUSIP No. 72201C505) for an equal number of RVMTP Shares of the Issuer (CUSIP No. 72200N601) pursuant to that certain Exchange Agreement, dated August 1, 2025."Item 4 of the SCHEDULE 13D/A filed 2025-08-05
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-05 | Wells Fargo & Company | 12.42% | SCHEDULE 13D/A |
| 2025-08-05 | Bank Of America Corp | 67.9% | SCHEDULE 13D/A |
| 2025-08-11 | Saba Capital Management, L.P. | 5.68% | SCHEDULE 13G |
| 2025-09-02 | JPMorgan Chase Bank, National Association | 19.66% | SCHEDULE 13G/A |
| 2026-01-12 | Saba Capital Management, L.P. | 1.92% | SCHEDULE 13G/A |
| 2026-02-25 | Bank Of America Corp | 59.8% | SCHEDULE 13D/A |
| 2026-08-25 | JPMorgan Chase Bank, National Association | 0% | SCHEDULE 13G/A |
| 2026-09-17 | Bank Of America Corp | 79.4% | SCHEDULE 13D/A |
Tools for this story
Each opens in a new tab, filled in for Pimco California Municipal Income Fund. With no account yet, you sign up free and land on the result.
Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.