AF
CEV

Atala Financial’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Atala Financial’s Portfolio CEV Stock Details CEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$553K Hold
52,582
– – 0.34% 70
2026
Q1 		$531K Hold
52,582
– – 0.36% 64
2025
Q4 		$528K Buy
52,582
+30,082
+134% +$309K 0.34% 66
2025
Q3 		$227K Buy
+22,500
New +$217K 0.14% 115

Other funds holding CEV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atala Financial's CEV Position: Q2 2026 in Review

Atala Financial held its Eaton Vance California Municipal Income Trust (CEV) position steady in Q2 2026 at 52,582 shares worth $553K. The position accounts for 0.34% of the portfolio, ranked #70.

Atala Financial first reported a position in CEV in Q3 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold CEV as of Q2 2026.

  • Atala Financial held 52,582 shares of Eaton Vance California Municipal Income Trust worth $553K as of Q2 2026.
  • Atala Financial left its Eaton Vance California Municipal Income Trust share count unchanged in Q2 2026.
  • Eaton Vance California Municipal Income Trust made up 0.34% of Atala Financial's portfolio in Q2 2026, its #70 holding.
  • Atala Financial first reported a position in Eaton Vance California Municipal Income Trust in Q3 2025 and has held it in 4 quarters since.
  • 34 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.