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 2022
Institutional positions in BlackRock California Municipal Income Trust as of Jun 30, 2022. 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
- 70
- +2 vs. Q1 2022
- Shares held
- 11.5M
- +463.8K (+4.2%) vs. Q1 2022
- Total value
- $130.6M
- −$5.14M (−3.8%) vs. Q1 2022
- New holders
- 9
- 23 more added
- Sold out
- 7
- 16 more reduced
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding BlackRock California Municipal Income Trust; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 691 | $8.00K | 0.00% | +691 | New |
| CWM, LLC | 964 | $11.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,061 | $12.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,300 | $15.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,500 | $17.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,500 | $17.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,800 | $20.0K | 0.00% | +1,800 | New |
| Whittier Trust Co | 1,986 | $23.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,206 | $25.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,774 | $43.0K | 0.00% | −1,500−28.4% | Reduced |
| Global Retirement Partners, LLC | 7,026 | $80.0K | 0.01% | +26+0.4% | Added |
| Wolverine Asset Management LLC | 8,757 | $99.0K | 0.00% | +8,757 | New |
| Stonnington Group, LLC | 10,000 | $114.0K | 0.03% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 10,433 | $119.0K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 10,450 | $119.0K | 0.01% | +10,450 | New |
| Mercer Global Advisors Inc | 11,465 | $130.0K | 0.00% | +31+0.3% | Added |
| Resonant Capital Advisors, LLC | 13,300 | $151.0K | 0.02% | +13,300 | New |
| MKT Advisors LLC | 13,986 | $160.0K | 0.12% | 00.0% | Unchanged |
| Clare Market Investments LLC | 14,123 | $160.0K | 0.07% | +154+1.1% | Added |
| Landscape Capital Management, L.L.C. | 14,175 | $161.0K | 0.02% | +1,949+15.9% | Added |
| Running Point Capital Advisors, LLC | 15,000 | $170.0K | 0.11% | 00.0% | Unchanged |
| Bank of Montreal | 13,443 | $171.0K | 0.00% | +108+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 15,218 | $172.0K | 0.00% | +3,500+29.9% | Added |
| LPL Financial LLC | 16,586 | $188.0K | 0.00% | +359+2.2% | Added |
| Stifel Financial Corp | 17,837 | $202.0K | 0.00% | +1,313+7.9% | Added |
| Commonwealth Equity Services, LLC | 18,525 | $209.0K | 0.00% | −13,700−42.5% | Reduced |
| Cetera Advisors LLC | 18,478 | $209.0K | 0.00% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 20,400 | $231.0K | 0.08% | +2,500+14.0% | Added |
| Ameriprise Financial Inc | 21,200 | $240.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 22,700 | $257.0K | 0.00% | −4,060−15.2% | Reduced |
| Advisor Group Holdings, Inc. | 23,943 | $272.0K | 0.00% | +8,331+53.4% | Added |
| Diligent Investors, LLC | 27,742 | $314.0K | 0.11% | 00.0% | Unchanged |
| Almitas Capital LLC | 29,133 | $330.0K | 0.17% | +3,989+15.9% | Added |
| Snowden Capital Advisors LLC | 29,600 | $335.0K | 0.02% | −350−1.2% | Reduced |
| Logan Stone Capital, LLC | 29,972 | $340.0K | 0.25% | −4,072−12.0% | Reduced |
| Tortoise Investment Management, LLC | 31,810 | $360.0K | 0.07% | 00.0% | Unchanged |
| Cetera Investment Advisers | 35,957 | $407.0K | 0.01% | −496−1.4% | Reduced |
| Aviance Capital Partners, LLC | 38,368 | $435.0K | 0.10% | −305−0.8% | Reduced |
| Chemistry Wealth Management LLC | 39,180 | $444.0K | 0.17% | +13,455+52.3% | Added |
| Next Level Private LLC | 39,180 | $444.0K | 0.17% | +39,180 | New |
| Bank of America Corp | 42,051 | $476.0K | 0.00% | +276+0.7% | Added |
| Quantedge Capital Pte Ltd | 42,009 | $476.0K | 0.10% | +15,900+60.9% | Added |
| Sanders Morris Harris LLC | 43,601 | $498.0K | 0.11% | 00.0% | Unchanged |
| UBS Group AG | 54,505 | $618.0K | 0.00% | −9,090−14.3% | Reduced |
| Royal Bank of Canada | 55,339 | $627.0K | 0.00% | −231−0.4% | Reduced |
| Mackay Shields LLC | 60,663 | $687.0K | 0.02% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 61,987 | $702.0K | 0.18% | −2,400−3.7% | Reduced |
| Mariner Investment Group LLC | 65,500 | $742.0K | 0.79% | +65,500 | New |
| Meridian Investment Counsel Inc. | 68,675 | $778.0K | 0.32% | 00.0% | Unchanged |
| Matisse Capital | 73,008 | $827.0K | 0.79% | 00.0% | Unchanged |
| Hollencrest Capital Management | 78,201 | $886.0K | 0.10% | +251+0.3% | Added |
| The PNC Financial Services Group, Inc. | 98,010 | $1.11M | 0.00% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 101,157 | $1.15M | 0.08% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 132,605 | $1.50M | 1.85% | −5,294−3.8% | Reduced |
| Regatta Capital Group, LLC | 151,962 | $1.72M | 0.82% | −114,022−42.9% | Reduced |
| Dakota Wealth Management | 166,400 | $1.89M | 0.17% | −1,500−0.9% | Reduced |
| Robinson Capital Management, LLC | 184,282 | $2.08M | 1.55% | +33,057+21.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 201,996 | $2.29M | 0.14% | +32,055+18.9% | Added |
| Fiera Capital Corp | 206,653 | $2.34M | 0.01% | +9,997+5.1% | Added |
| Advisors Asset Management, Inc. | 285,548 | $3.23M | 0.06% | +285,548 | New |
| Bulldog Investors, LLP | 313,402 | $3.55M | 0.98% | +34,493+12.4% | Added |
| Morgan Stanley | 321,992 | $3.65M | 0.00% | +45,681+16.5% | Added |
| Allspring Global Investments Holdings, LLC | 324,943 | $3.68M | 0.01% | +324,943 | New |
| Saba Capital Management, L.P. | 462,272 | $5.24M | 0.07% | +277,737+150.5% | Added |
| Guggenheim Capital LLC | 474,655 | $5.38M | 0.04% | −370.0% | Reduced |
| Wells Fargo & Company | 536,348 | $6.08M | 0.00% | +321,943+150.2% | Added |
| 1607 Capital Partners, LLC | 633,563 | $7.18M | 0.49% | −79,408−11.1% | Reduced |
| Rivernorth Capital Management, LLC | 1,575,686 | $17.9M | 0.72% | +175,355+12.5% | Added |
| Karpus Management, Inc. | 4,073,025 | $46.1M | 1.55% | −748,742−15.5% | Reduced |
| Magnolia Capital Advisors LLC | 0 | $0 | 0.00% | −157,090−100.0% | Sold out |
| Aj Wealth Strategies, LLC | 0 | $0 | 0.00% | −50,562−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −21,386−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −16,942−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −16,694−100.0% | Sold out |
| Monograph Wealth Advisors, LLC | 0 | $0 | 0.00% | −15,152−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −5,757−100.0% | Sold out |