BFG
CAM

Bleakley Financial Group’s AB California Intermediate Municipal ETF CAM Stock Holding History

Bleakley Financial Group’s Portfolio CAM Stock Details CAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$967K Sell
38,433
-54
-0.1% -$1.35K 0.01% 662
2026
Q1 		$961K Sell
38,487
-1,178
-3% -$29.7K 0.02% 528
2025
Q4 		$995K Buy
+39,665
New +$997K 0.02% 480

Other funds holding CAM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

Bleakley Financial Group's CAM Position: Q2 2026 in Review

Bleakley Financial Group reduced its AB California Intermediate Municipal ETF (CAM) stake by 0.14% in Q2 2026, selling an estimated $1.35K and leaving 38,433 shares worth $967K. The position accounts for 0.01% of the portfolio, ranked #662.

Bleakley Financial Group first reported a position in CAM in Q4 2025 and has held it in 3 quarters since. The position peaked at $995K in Q4 2025. 50 funds tracked by Wall St. Rank hold CAM as of Q2 2026.

  • Bleakley Financial Group held 38,433 shares of AB California Intermediate Municipal ETF worth $967K as of Q2 2026.
  • Bleakley Financial Group sold 54 AB California Intermediate Municipal ETF shares in Q2 2026, an estimated $1.35K.
  • AB California Intermediate Municipal ETF made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #662 holding.
  • Bleakley Financial Group first reported a position in AB California Intermediate Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • Bleakley Financial Group's AB California Intermediate Municipal ETF position peaked at $995K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held AB California Intermediate Municipal ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.