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
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 $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $464M AUM 16.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

Bleakley Financial Group's CAM Position: Q1 2026 in Review

Bleakley Financial Group reduced its AB California Intermediate Municipal ETF (CAM) stake by 3% in Q1 2026, selling an estimated $29.7K and leaving 38,487 shares worth $961K. The position accounts for 0.02% of the portfolio, ranked #528.

Bleakley Financial Group first reported a position in CAM in Q4 2025 and has held it in 2 quarters since. The position peaked at $995K in Q4 2025. 48 funds tracked by Wall St. Rank hold CAM as of Q1 2026.

  • Bleakley Financial Group held 38,487 shares of AB California Intermediate Municipal ETF worth $961K as of Q1 2026.
  • Bleakley Financial Group sold 1,178 AB California Intermediate Municipal ETF shares in Q1 2026, an estimated $29.7K.
  • AB California Intermediate Municipal ETF made up 0.02% of Bleakley Financial Group's portfolio in Q1 2026, its #528 holding.
  • Bleakley Financial Group first reported a position in AB California Intermediate Municipal ETF in Q4 2025 and has held it in 2 quarters since.
  • Bleakley Financial Group's AB California Intermediate Municipal ETF position peaked at $995K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held AB California Intermediate Municipal ETF as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.