BlackRock California Municipal Income Trust
BFZDelisted Feb 9, 2026- SEC CIK
- 0001137391
BlackRock California Municipal Income Trust was delisted on Feb 9, 2026; its insiders filed their last Form 4 on Feb 11, 2026; 69 institutions reported holding it in 13F filings for Q4 2025, worth $91.2M in total; no superinvestor held it.
13F holders, Q2 2021
Institutional positions in BlackRock California Municipal Income Trust as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 58
- −1 vs. Q1 2021
- Shares held
- 10.3M
- −184.7K (−1.8%) vs. Q1 2021
- Total value
- $154.4M
- +$3.48M (+2.3%) vs. Q1 2021
- New holders
- 6
- 16 more added
- Sold out
- 7
- 17 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BFZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 69 | $91.2M |
| Q3 2025 | 61 | $86.3M |
| Q2 2025 | 53 | $97.3M |
| Q1 2025 | 59 | $116.3M |
| Q4 2024 | 58 | $103.3M |
| Q3 2024 | 52 | $117.1M |
| Q2 2024 | 55 | $129.8M |
| Q1 2024 | 56 | $131.8M |
| Q4 2023 | 57 | $136.3M |
| Q3 2023 | 58 | $116.0M |
| Q2 2023 | 61 | $138.6M |
| Q1 2023 | 61 | $137.4M |
| Q4 2022 | 62 | $117.1M |
| Q3 2022 | 65 | $118.7M |
| Q2 2022 | 70 | $130.6M |
| Q1 2022 | 68 | $135.7M |
| Q4 2021 | 63 | $154.9M |
| Q3 2021 | 60 | $153.5M |
| Q2 2021 | 58 | $154.4M |
| Q1 2021 | 59 | $151.0M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding BlackRock California Municipal Income Trust; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northern Trust Corp | 21,750 | $3.00K | 0.00% | +21,750 | New |
| Steward Partners Investment Advisory, LLC | 1,030 | $15.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,300 | $19.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,500 | $22.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,500 | $22.0K | 0.00% | +1,500 | New |
| Northwestern Mutual Wealth Management Co | 2,206 | $33.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,524 | $38.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 3,850 | $58.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,000 | $60.0K | 0.01% | +2,000+100.0% | Added |
| Stonnington Group, LLC | 10,000 | $151.0K | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 10,171 | $152.0K | 0.00% | +20.0% | Added |
| Steel Peak Wealth Management LLC | 10,433 | $156.0K | 0.01% | 00.0% | Unchanged |
| Vista Investment Management | 10,600 | $159.0K | 0.09% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 11,021 | $165.0K | 0.00% | +11,021 | New |
| Diligent Investors, LLC | 11,714 | $176.0K | 0.06% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 12,837 | $192.0K | 0.00% | −4,826−27.3% | Reduced |
| Stifel Financial Corp | 13,173 | $197.0K | 0.00% | +13,173 | New |
| Commonwealth Equity Services, LLC | 15,049 | $225.0K | 0.00% | +14+0.1% | Added |
| Cetera Advisor Networks LLC | 17,177 | $257.0K | 0.00% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 17,900 | $268.0K | 0.08% | +17,900 | New |
| Cetera Advisors LLC | 18,478 | $277.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 20,507 | $307.0K | 0.00% | −5,863−22.2% | Reduced |
| Invesco Ltd. | 22,379 | $335.0K | 0.00% | −9,635−30.1% | Reduced |
| Sanders Morris Harris LLC | 25,500 | $383.0K | 0.07% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 27,752 | $416.0K | 0.02% | +15,356+123.9% | Added |
| Ameriprise Financial Inc | 30,335 | $455.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 32,910 | $493.0K | 0.10% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 35,000 | $525.0K | 0.29% | +35,000 | New |
| Clare Market Investments LLC | 35,629 | $534.1K | 0.17% | +2,120+6.3% | Added |
| Bank of America Corp | 36,305 | $544.0K | 0.00% | +304+0.8% | Added |
| Raymond James & Associates | 36,752 | $551.0K | 0.00% | −4,920−11.8% | Reduced |
| Cetera Investment Advisers | 37,392 | $561.0K | 0.01% | −112−0.3% | Reduced |
| Aj Wealth Strategies, LLC | 49,262 | $738.0K | 0.04% | −6,845−12.2% | Reduced |
| Matisse Capital | 49,815 | $747.0K | 0.24% | −2,446−4.7% | Reduced |
| Aviance Capital Partners, LLC | 51,472 | $772.0K | 0.14% | +8,765+20.5% | Added |
| Kestra Advisory Services, LLC | 57,052 | $855.0K | 0.01% | +8,563+17.7% | Added |
| Camden Capital, LLC | 60,391 | $905.0K | 0.21% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 61,598 | $923.0K | 0.05% | +30,020+95.1% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 71,111 | $1.07M | 0.44% | +840+1.2% | Added |
| City of London Investment Management Co Ltd | 71,205 | $1.07M | 0.06% | +43,808+159.9% | Added |
| Meridian Investment Counsel Inc. | 73,300 | $1.10M | 0.39% | 00.0% | Unchanged |
| Royal Bank of Canada | 74,263 | $1.11M | 0.00% | −99,281−57.2% | Reduced |
| UBS Group AG | 81,289 | $1.22M | 0.00% | −14,215−14.9% | Reduced |
| The PNC Financial Services Group, Inc. | 106,444 | $1.60M | 0.00% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 107,261 | $1.61M | 0.32% | −3,241−2.9% | Reduced |
| Oder Investment Management, LLC | 123,935 | $1.86M | 2.42% | −2,281−1.8% | Reduced |
| Hollencrest Capital Management | 130,804 | $1.96M | 0.18% | +196+0.2% | Added |
| First Foundation Advisors | 145,505 | $2.18M | 0.08% | −22,422−13.4% | Reduced |
| Fiera Capital Corp | 158,463 | $2.38M | 0.01% | −22,165−12.3% | Reduced |
| Dakota Wealth Management | 161,116 | $2.42M | 0.29% | −7,100−4.2% | Reduced |
| Wells Fargo & Company | 205,502 | $3.08M | 0.00% | +4,049+2.0% | Added |
| Saba Capital Management, L.P. | 213,980 | $3.21M | 0.12% | −130,872−38.0% | Reduced |
| Morgan Stanley | 259,045 | $3.88M | 0.00% | −8,559−3.2% | Reduced |
| Guggenheim Capital LLC | 436,980 | $6.55M | 0.04% | +29,423+7.2% | Added |
| Sit Investment Associates Inc | 562,661 | $8.43M | 0.21% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 742,971 | $11.1M | 0.54% | +7,000+1.0% | Added |
| Rivernorth Capital Management, LLC | 900,266 | $13.5M | 0.77% | +335,979+59.5% | Added |
| Karpus Management, Inc. | 4,830,586 | $72.4M | 2.15% | −182,964−3.6% | Reduced |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −156,977−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −39,254−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −26,664−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −7,531−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −6,837−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −6,490−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −1,986−100.0% | Sold out |