First American Trust’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

First American Trust’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 Q1	$201K	Hold	20,000	–	–	0.01%	272
2025 Q4	$201K	Hold	20,000	–	–	0.01%	271
2025 Q3	$202K	Hold	20,000	–	–	0.01%	242
2025 Q2	$194K	Hold	20,000	–	–	0.02%	232
2025 Q1	$200K	Hold	20,000	–	–	0.02%	225
2024 Q4	$201K	Hold	20,000	–	–	0.02%	217
2024 Q3	$217K	Hold	20,000	–	–	0.02%	209
2024 Q2	$218K	Hold	20,000	–	–	0.02%	196
2024 Q1	$212K	Hold	20,000	–	–	0.02%	204
2023 Q4	$207K	Hold	20,000	–	–	0.03%	172
2023 Q3	$183K	Hold	20,000	–	–	0.03%	148
2023 Q2	$200K	Hold	20,000	–	–	0.03%	149
2023 Q1	$205K	Hold	20,000	–	–	0.03%	149
2022 Q4	$200K	Sell	20,000 -3,000	-13%	-$29.1K	0.03%	150
2022 Q3	$221K	Hold	23,000	–	–	0.04%	141
2022 Q2	$245K	Hold	23,000	–	–	0.04%	143
2022 Q1	$264K	Hold	23,000	–	–	0.04%	139
2021 Q4	$311K	Hold	23,000	–	–	0.04%	132
2021 Q3	$313K	Sell	23,000 -4,350	-16%	-$60.9K	0.05%	132
2021 Q2	$382K	Hold	27,350	–	–	0.06%	114
2021 Q1	$362K	Buy	27,350 +554	+2%	+$7.43K	0.06%	123
2020 Q4	$367K	Hold	26,796	–	–	0.06%	113
2020 Q3	$356K	Buy	+26,796	New	+$361K	0.06%	108

Other funds holding CEV

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Atala Financial Calabasas, California $149M AUM 23.95% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

First American Trust's CEV Position: Q1 2026 in Review

First American Trust held its Eaton Vance California Municipal Income Trust (CEV) position steady in Q1 2026 at 20,000 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #272.

First American Trust first reported a position in CEV in Q3 2020 and has held it in 23 quarters since. The position peaked at $382K in Q2 2021. 34 funds tracked by Wall St. Rank hold CEV as of Q1 2026.

First American Trust held 20,000 shares of Eaton Vance California Municipal Income Trust worth $201K as of Q1 2026.
First American Trust left its Eaton Vance California Municipal Income Trust share count unchanged in Q1 2026.
Eaton Vance California Municipal Income Trust made up 0.01% of First American Trust's portfolio in Q1 2026, its #272 holding.
First American Trust first reported a position in Eaton Vance California Municipal Income Trust in Q3 2020 and has held it in 23 quarters since.
First American Trust's Eaton Vance California Municipal Income Trust position peaked at $382K in Q2 2021.
34 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q1 2026.

Based on First American Trust's 13F filing for Q1 2026, filed 12 May 2026.