Balyasny Asset Management
BFZ

Balyasny Asset Management’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Balyasny Asset Management’s Portfolio BFZ Stock Details BFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-51,231
Closed -$561K – 3085
2025
Q3 		$561K Buy
+51,231
New +$545K ﹤0.01% 2350

Other funds holding BFZ

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Balyasny Asset Management's BFZ Position: Q4 2025 in Review

Balyasny Asset Management sold out of BlackRock CA Municipal Income Trust (BFZ) in Q4 2025, closing a stake of 51,231 shares — an estimated $561K sold.

Balyasny Asset Management first reported a position in BFZ in Q3 2025 and held it in 1 quarter. The position peaked at $561K in Q3 2025. 69 funds tracked by Wall St. Rank hold BFZ as of Q4 2025.

  • Balyasny Asset Management reported no remaining BlackRock CA Municipal Income Trust position as of Q4 2025 after selling out during the quarter.
  • Balyasny Asset Management sold 51,231 BlackRock CA Municipal Income Trust shares in Q4 2025, an estimated $561K.
  • Balyasny Asset Management first reported a position in BlackRock CA Municipal Income Trust in Q3 2025 and held it in 1 quarter.
  • Balyasny Asset Management's BlackRock CA Municipal Income Trust position peaked at $561K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q4 2025.

Based on Balyasny Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.