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, Q4 2021
Institutional positions in BlackRock California Municipal Income Trust as of Dec 31, 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
- 63
- +3 vs. Q3 2021
- Shares held
- 10.7M
- +238.9K (+2.3%) vs. Q3 2021
- Total value
- $154.9M
- +$1.39M (+0.9%) vs. Q3 2021
- New holders
- 8
- 20 more added
- Sold out
- 5
- 15 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding BlackRock California Municipal Income Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northern Trust Corp | 21,750 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 190 | $3.00K | 0.00% | +190 | New |
| Umb Bank N A | 320 | $5.00K | 0.00% | +320 | New |
| Snowden Capital Advisors LLC | 950 | $13.0K | 0.00% | +950 | 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 |
| US Bancorp | 1,500 | $22.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,500 | $22.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,986 | $29.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,206 | $32.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,524 | $37.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,000 | $58.0K | 0.04% | 00.0% | Unchanged |
| Stonnington Group, LLC | 10,000 | $142.0K | 0.03% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 10,433 | $152.0K | 0.01% | 00.0% | Unchanged |
| Vista Investment Management | 10,600 | $154.0K | 0.08% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,220 | $163.0K | 0.01% | +11,220 | New |
| Diligent Investors, LLC | 11,714 | $170.0K | 0.05% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 12,551 | $183.0K | 0.00% | +47+0.4% | Added |
| MKT Advisors LLC | 13,986 | $190.0K | 0.15% | +13,986 | New |
| LPL Financial LLC | 13,986 | $204.0K | 0.00% | +199+1.4% | Added |
| Monograph Wealth Advisors, LLC | 15,152 | $220.0K | 0.06% | +15,152 | New |
| Stifel Financial Corp | 15,939 | $232.0K | 0.00% | +776+5.1% | Added |
| Advisor Group Holdings, Inc. | 16,316 | $237.0K | 0.00% | −1,403−7.9% | Reduced |
| Wellspring Financial Advisors, LLC | 17,900 | $260.0K | 0.07% | 00.0% | Unchanged |
| Cetera Advisors LLC | 18,478 | $269.0K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 20,620 | $300.0K | 0.00% | −2,257−9.9% | Reduced |
| First Foundation Advisors | 21,344 | $311.0K | 0.01% | −114,893−84.3% | Reduced |
| Ameriprise Financial Inc | 24,200 | $352.0K | 0.00% | −6,735−21.8% | Reduced |
| Commonwealth Equity Services, LLC | 27,514 | $400.0K | 0.00% | +16,769+156.1% | Added |
| Moneta Group Investment Advisors LLC | 27,766 | $404.0K | 0.02% | +37+0.1% | Added |
| Allspring Global Investments Holdings, LLC | 29,695 | $432.0K | 0.00% | +29,695 | New |
| Tortoise Investment Management, LLC | 31,810 | $463.0K | 0.09% | −800−2.5% | Reduced |
| Bank of America Corp | 33,187 | $483.0K | 0.00% | −5,835−15.0% | Reduced |
| Raymond James & Associates | 34,366 | $500.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 36,950 | $538.0K | 0.01% | +50.0% | Added |
| Clare Market Investments LLC | 37,508 | $545.7K | 0.15% | +241+0.6% | Added |
| Aviance Capital Partners, LLC | 39,847 | $580.0K | 0.10% | +465+1.2% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 42,870 | $624.0K | 0.23% | +1,549+3.7% | Added |
| Matisse Capital | 49,815 | $725.0K | 0.50% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 50,562 | $736.0K | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 58,270 | $848.0K | 0.00% | +5,823+11.1% | Added |
| Mackay Shields LLC | 60,663 | $883.0K | 0.01% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 62,246 | $910.0K | 0.57% | +14,725+31.0% | Added |
| UBS Group AG | 66,874 | $973.0K | 0.00% | −13,122−16.4% | Reduced |
| Fiera Capital Corp | 68,317 | $994.0K | 0.00% | +28,646+72.2% | Added |
| Meridian Investment Counsel Inc. | 68,675 | $999.0K | 0.33% | −3,625−5.0% | Reduced |
| Hollencrest Capital Management | 77,801 | $1.13M | 0.09% | +378+0.5% | Added |
| The PNC Financial Services Group, Inc. | 98,010 | $1.43M | 0.00% | −8,434−7.9% | Reduced |
| City of London Investment Management Co Ltd | 101,157 | $1.47M | 0.08% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 104,525 | $1.52M | 0.35% | −1,987−1.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 119,594 | $1.74M | 0.09% | +18,503+18.3% | Added |
| Oder Investment Management, LLC | 138,167 | $2.01M | 2.83% | +11,412+9.0% | Added |
| Dakota Wealth Management | 169,688 | $2.47M | 0.26% | +5,772+3.5% | Added |
| Saba Capital Management, L.P. | 175,841 | $2.56M | 0.05% | −38,139−17.8% | Reduced |
| Advisors Asset Management, Inc. | 191,992 | $2.79M | 0.04% | +4,423+2.4% | Added |
| Regatta Capital Group, LLC | 264,045 | $3.84M | 1.34% | +264,045 | New |
| Morgan Stanley | 281,148 | $4.09M | 0.00% | +10,950+4.1% | Added |
| Wells Fargo & Company | 287,838 | $4.19M | 0.00% | −5,838−2.0% | Reduced |
| Sit Investment Associates Inc | 369,724 | $5.38M | 0.13% | −175,000−32.1% | Reduced |
| Guggenheim Capital LLC | 471,471 | $6.86M | 0.04% | −190.0% | Reduced |
| 1607 Capital Partners, LLC | 731,571 | $10.6M | 0.57% | −11,400−1.5% | Reduced |
| Rivernorth Capital Management, LLC | 1,201,809 | $17.5M | 0.71% | +263,369+28.1% | Added |
| Karpus Management, Inc. | 4,770,314 | $69.4M | 1.99% | +75,102+1.6% | Added |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −73,804−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −60,391−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −17,384−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −10,944−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −3,850−100.0% | Sold out |