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 2022
Institutional positions in BlackRock California Municipal Income Trust as of Dec 31, 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
- 62
- −3 vs. Q3 2022
- Shares held
- 10.8M
- −704.9K (−6.1%) vs. Q3 2022
- Total value
- $117.1M
- −$1.59M (−1.3%) vs. Q3 2022
- New holders
- 10
- 23 more added
- Sold out
- 13
- 16 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding BlackRock California Municipal Income Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mascoma Wealth Management LLC | 691 | $7.48K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,300 | $14.1K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,500 | $16.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,986 | $21.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,206 | $23.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,774 | $40.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,848 | $42.0K | 0.00% | +2,884+299.2% | Added |
| JPMorgan Chase & Co | 8,250 | $89.0K | 0.00% | +8,172+10,476.9% | Added |
| Stonnington Group, LLC | 10,000 | $110.9K | 0.03% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 10,433 | $113.0K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 11,096 | $120.2K | 0.00% | +11,096 | New |
| Quantedge Capital Pte Ltd | 11,476 | $124.3K | 0.04% | −27,733−70.7% | Reduced |
| First Foundation Advisors | 11,547 | $125.1K | 0.01% | +11,547 | New |
| Susquehanna International Group, LLP | 11,622 | $125.9K | 0.00% | +11,622 | New |
| Envestnet Asset Management Inc | 12,013 | $130.1K | 0.00% | +48+0.4% | Added |
| Raymond James & Associates | 12,700 | $137.5K | 0.00% | −10,000−44.1% | Reduced |
| MKT Advisors LLC | 13,986 | $155.5K | 0.12% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 15,000 | $162.4K | 0.10% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 16,863 | $182.0K | 0.00% | −120−0.7% | Reduced |
| Global Retirement Partners, LLC | 17,159 | $185.8K | 0.01% | +10,024+140.5% | Added |
| Steward Partners Investment Advisory, LLC | 17,318 | $187.6K | 0.00% | +2,100+13.8% | Added |
| Snowden Capital Advisors LLC | 18,000 | $194.9K | 0.01% | −11,000−37.9% | Reduced |
| Captrust Financial Advisors | 18,022 | $195.2K | 0.00% | +2,018+12.6% | Added |
| Advisor Group Holdings, Inc. | 18,152 | $196.0K | 0.00% | −6,621−26.7% | Reduced |
| Cetera Advisors LLC | 18,478 | $200.1K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 20,285 | $219.7K | 0.00% | +140+0.7% | Added |
| Ameriprise Financial Inc | 21,200 | $230.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 26,710 | $289.3K | 0.05% | −10,500−28.2% | Reduced |
| National Asset Management, Inc. | 27,503 | $297.9K | 0.01% | +27,503 | New |
| Landscape Capital Management, L.L.C. | 27,607 | $299.0K | 0.04% | +27,607 | New |
| Diligent Investors, LLC | 27,742 | $300.4K | 0.10% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 29,599 | $320.6K | 0.07% | −9,424−24.1% | Reduced |
| LPL Financial LLC | 34,106 | $369.4K | 0.00% | +7,303+27.2% | Added |
| Cetera Investment Advisers | 36,236 | $392.4K | 0.00% | +575+1.6% | Added |
| Millennium Management LLC | 38,152 | $413.0K | 0.00% | +38,152 | New |
| Weiss Asset Management LP | 41,280 | $447.1K | 0.02% | +41,280 | New |
| Bank of America Corp | 41,401 | $448.4K | 0.00% | +6,575+18.9% | Added |
| Atria Wealth Solutions, Inc. | 42,103 | $455.4K | 0.01% | +25,503+153.6% | Added |
| CNH Partners LLC | 52,470 | $568.3K | 0.01% | +52,470 | New |
| OTA Financial Group L.P. | 55,637 | $602.0K | 0.60% | +55,637 | New |
| Meridian Investment Counsel Inc. | 66,675 | $722.0K | 0.29% | −2,000−2.9% | Reduced |
| Royal Bank of Canada | 68,886 | $746.0K | 0.00% | −2,808−3.9% | Reduced |
| Hollencrest Capital Management | 77,780 | $842.4K | 0.10% | −686−0.9% | Reduced |
| UBS Group AG | 78,557 | $850.8K | 0.00% | +5,814+8.0% | Added |
| Dakota Wealth Management | 79,501 | $861.0K | 0.06% | −83,899−51.3% | Reduced |
| Regatta Capital Group, LLC | 100,917 | $1.09M | 0.39% | −167,062−62.3% | Reduced |
| Melfa Wealth Management, LLC | 101,993 | $1.10M | 1.15% | +101,993 | New |
| Oder Investment Management, LLC | 111,702 | $1.21M | 1.50% | −27,800−19.9% | Reduced |
| City of London Investment Management Co Ltd | 131,957 | $1.43M | 0.11% | +4,500+3.5% | Added |
| Robinson Capital Management, LLC | 184,482 | $2.01M | 1.03% | +200+0.1% | Added |
| Logan Stone Capital, LLC | 254,971 | $2.76M | 1.03% | +210,207+469.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 287,006 | $3.11M | 0.19% | +53,068+22.7% | Added |
| Advisors Asset Management, Inc. | 369,173 | $4.00M | 0.08% | +36,582+11.0% | Added |
| Morgan Stanley | 373,705 | $4.05M | 0.00% | +3,552+1.0% | Added |
| Allspring Global Investments Holdings, LLC | 422,300 | $4.57M | 0.01% | +8,900+2.2% | Added |
| Bulldog Investors, LLP | 435,994 | $4.72M | 1.42% | +76,100+21.1% | Added |
| Karpus Management, Inc. | 459,940 | $4.98M | 0.17% | −2,983,308−86.6% | Reduced |
| Guggenheim Capital LLC | 596,698 | $6.46M | 0.06% | +90,533+17.9% | Added |
| 1607 Capital Partners, LLC | 625,863 | $6.78M | 0.47% | −3,600−0.6% | Reduced |
| Wells Fargo & Company | 701,821 | $7.60M | 0.00% | +26,319+3.9% | Added |
| Rivernorth Capital Management, LLC | 1,421,150 | $15.4M | 0.69% | −74,049−5.0% | Reduced |
| Saba Capital Management, L.P. | 3,068,324 | $33.2M | 0.56% | +2,314,554+307.1% | Added |
| Fiera Capital Corp | 0 | $0 | 0.00% | −205,487−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −98,010−100.0% | Sold out |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −96,770−100.0% | Sold out |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −49,358−100.0% | Sold out |
| Chemistry Wealth Management LLC | 0 | $0 | 0.00% | −39,180−100.0% | Sold out |
| Wellspring Financial Advisors, LLC | 0 | $0 | 0.00% | −20,400−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −14,794−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −11,497−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −10,450−100.0% | Sold out |
| Clare Market Investments LLC | 0 | $0 | 0.00% | −10,106−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −1,061−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |