SCHEDULE 13D/A: Bank of America Entities Increase Stake in PIMCO California Municipal Income Fund II to 61.3% Following Share Reduction

Sentiment:

Beneficial Ownership Amendment


Bank of America Corporation and Banc of America Preferred Funding Corporation have amended their Schedule 13D filing to report an increased beneficial ownership of 61.3% in PIMCO California Municipal Income Fund II's preferred shares, driven by a reduction in the fund's outstanding shares.

Summary

  • Bank of America Corporation (BAC) and Banc of America Preferred Funding Corporation (BAPFC), collectively the "Reporting Persons," filed an Amendment No. 1 to their Schedule 13D.
  • This amendment updates their beneficial ownership of Remarketable Variable Rate Munifund Term Preferred Shares (RVMTP Shares) of PIMCO California Municipal Income Fund II.
  • The Reporting Persons beneficially own an aggregate of 900.00 RVMTP Shares.
  • This ownership now represents 61.3% of the class, an increase from the previous filing.
  • The change in percentage ownership is solely due to a decrease in the Issuer's outstanding preferred shares to 1,467 shares, as reported by PIMCO California Municipal Income Fund II in its N-CSR filing on March 6, 2025.
  • The filing also includes updated Limited Powers of Attorney for both Bank of America Corporation and Banc of America Preferred Funding Corporation, authorizing specific individuals to execute Section 13 and Section 16 filings.

Sentiment

Score: 5

Explanation: The filing is a factual, regulatory update regarding beneficial ownership, not indicative of positive or negative operational performance or strategic shifts by the issuer or reporting persons. It is a neutral disclosure.

Positives

  • The Reporting Persons' percentage of beneficial ownership increased to 61.3% without requiring additional investment, due to a reduction in the Issuer's outstanding shares, solidifying their significant stake.

Future Outlook

NA

Industry Context

This filing represents a routine regulatory disclosure by a major financial institution regarding its significant beneficial ownership in a closed-end municipal income fund. It underscores the ongoing transparency requirements for large shareholders in the financial sector and the impact of changes in a fund's capital structure on reported ownership percentages.

Corporate Governance

Change TypeDescriptionEffective DateImpact Assessment
Power of Attorney Revocation and IssuanceBank of America Corporation revoked its Limited Power of Attorney executed on May 11, 2023, and issued a new one on May 7, 2024. This new POA appoints specific individuals as attorneys-in-fact for Section 13 and Section 16 filings.2024-05-07Streamlines regulatory filing processes by updating authorized signatories for SEC disclosures.
Power of Attorney IssuanceBanc of America Preferred Funding Corporation executed a Limited Power of Attorney on November 20, 2024, appointing specific individuals as attorneys-in-fact for Section 13 and Section 16 filings.2024-11-20Formalizes and delegates authority for regulatory filings, ensuring compliance with SEC requirements.

Stakeholder Impact

  • Shareholders of PIMCO California Municipal Income Fund II: The increased percentage of beneficial ownership by Bank of America entities may indicate a stable, significant institutional holder, potentially reducing volatility associated with smaller, more transient investors.

Key Dates

DateDescription
2023-05-11Previous Limited Power of Attorney executed by Bank of America Corporation (subsequently revoked).
2024-04-17Date of the Original Schedule 13D statement.
2024-04-24Original Schedule 13D statement filed with the SEC.
2024-05-07Bank of America Corporation Limited Power of Attorney executed.
2024-11-20Banc of America Preferred Funding Corporation Limited Power of Attorney executed.
2025-03-06Date of event requiring filing of this statement; Issuer (PIMCO California Municipal Income Fund II) reported a decrease in outstanding preferred shares in its N-CSR filing.
2025-04-09Joint Filing Agreement executed and Amendment No. 1 to Schedule 13D filed with the SEC.

Keywords

PIMCO California Municipal Income Fund II, Bank of America Corporation, Banc of America Preferred Funding Corporation, Schedule 13D/A, beneficial ownership, preferred shares, municipal income fund, SEC filing, RVMTP Shares, corporate governance

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