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, Q3 2024
Institutional positions in BlackRock California Municipal Income Trust as of Sep 30, 2024. 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
- 52
- −3 vs. Q2 2024
- Shares held
- 9.68M
- −1.16M (−10.7%) vs. Q2 2024
- Total value
- $117.1M
- −$12.7M (−9.8%) vs. Q2 2024
- New holders
- 7
- 8 more added
- Sold out
- 10
- 15 more reduced
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding BlackRock California Municipal Income Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 200 | $2.00K | 0.00% | +200 | New |
| Advisor Group Holdings, Inc. | 608 | $7.35K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 691 | $8.35K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,000 | $12.1K | 0.00% | +1,000 | New |
| Comerica Bank | 1,158 | $14.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,300 | $15.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,206 | $26.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,774 | $45.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,848 | $47.0K | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 10,000 | $120.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10,159 | $122.8K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 10,919 | $132.0K | 0.00% | 00.0% | Unchanged |
| Napa Wealth Management | 13,658 | $165.1K | 0.08% | −1,500−9.9% | Reduced |
| Farther Finance Advisors, LLC | 14,084 | $170.3K | 0.01% | +14,084 | New |
| Core Wealth Partners LLC | 15,320 | $185.2K | 0.11% | 00.0% | Unchanged |
| Millennium Management LLC | 15,567 | $188.2K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 15,700 | $189.8K | 0.00% | +15,700 | New |
| Ameriprise Financial Inc | 20,000 | $241.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20,367 | $246.2K | 0.00% | +100+0.5% | Added |
| Rockefeller Capital Management L.P. | 20,615 | $249.2K | 0.00% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 20,700 | $250.3K | 0.05% | +20,700 | New |
| Regatta Capital Group, LLC | 21,021 | $254.1K | 0.05% | −30,365−59.1% | Reduced |
| Commonwealth Equity Services, LLC | 21,865 | $264.0K | 0.00% | −17,196−44.0% | Reduced |
| Apriem Advisors | 22,000 | $266.0K | 0.03% | 00.0% | Unchanged |
| Raymond James & Associates | 23,579 | $285.1K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 25,565 | $309.1K | 0.01% | +25,565 | New |
| Absolute Investment Advisers LLC | 34,536 | $417.5K | 0.06% | 00.0% | Unchanged |
| Quarry LP | 34,536 | $417.5K | 0.13% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 40,502 | $489.7K | 0.08% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 41,400 | $500.5K | 0.15% | −2,000−4.6% | Reduced |
| Vivaldi Capital Management, LLC | 44,260 | $535.1K | 0.16% | −9,923−18.3% | Reduced |
| Almitas Capital LLC | 44,416 | $537.0K | 0.19% | −120,649−73.1% | Reduced |
| Atria Wealth Solutions, Inc. | 47,510 | $577.2K | 0.01% | +47,510 | New |
| Bank of America Corp | 52,640 | $636.4K | 0.00% | −160.0% | Reduced |
| Allianz Asset Management GmbH | 68,750 | $831.2K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 75,865 | $917.2K | 0.61% | +80.0% | Added |
| Hollencrest Capital Management | 78,421 | $948.1K | 0.04% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 90,258 | $1.09M | 0.05% | −88,100−49.4% | Reduced |
| Oder Investment Management, LLC | 104,155 | $1.26M | 1.08% | −3,516−3.3% | Reduced |
| Trilogy Capital Inc. | 107,261 | $1.30M | 0.07% | +79,952+292.8% | Added |
| Allspring Global Investments Holdings, LLC | 125,286 | $1.51M | 0.00% | −21,159−14.4% | Reduced |
| Robinson Capital Management, LLC | 137,994 | $1.68M | 0.58% | +31,000+29.0% | Added |
| UBS Group AG | 147,381 | $1.78M | 0.00% | −1,003−0.7% | Reduced |
| Royal Bank of Canada | 193,733 | $2.34M | 0.00% | −3,466−1.8% | Reduced |
| LPL Financial LLC | 231,470 | $2.80M | 0.00% | +62,528+37.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 260,058 | $3.14M | 0.15% | −5,284−2.0% | Reduced |
| Wells Fargo & Company | 273,798 | $3.31M | 0.00% | +9,025+3.4% | Added |
| Morgan Stanley | 377,724 | $4.57M | 0.00% | −8,261−2.1% | Reduced |
| Sit Investment Associates Inc | 402,699 | $4.87M | 0.11% | −736,050−64.6% | Reduced |
| Advisors Asset Management, Inc. | 463,700 | $5.61M | 0.10% | +17,144+3.8% | Added |
| Guggenheim Capital LLC | 650,249 | $7.86M | 0.06% | +4,396+0.7% | Added |
| Saba Capital Management, L.P. | 5,239,568 | $63.3M | 1.39% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 0 | $0 | 0.00% | −224,833−100.0% | Sold out |
| Bulldog Investors, LLP | 0 | $0 | 0.00% | −62,920−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −51,840−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −44,012−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −24,654−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −17,597−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −12,747−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −1,138−100.0% | Sold out |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | −700−100.0% | Sold out |