FIA
BFZ

FNY Investment Advisers’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

FNY Investment Advisers’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
-200
Closed -$2K – 955
2025
Q3 		$2K Hold
200
– – ﹤0.01% 1036
2025
Q2 		$2K Hold
200
– – ﹤0.01% 830
2025
Q1 		$2K Buy
+200
New +$2.25K ﹤0.01% 636
2024
Q4 		– Sell
-200
Closed -$2K – 675
2024
Q3 		$2K Buy
+200
New +$2.4K ﹤0.01% 596
2024
Q2 		– Sell
-200
Closed -$2 – 464
2024
Q1 		$2 Buy
+200
New +$2.36K ﹤0.01% 575
2023
Q4 		– Sell
-200
Closed -$2K – 488
2023
Q3 		$2K Hold
200
– – ﹤0.01% 520
2023
Q2 		$2K Hold
200
– – ﹤0.01% 438
2023
Q1 		$2K Buy
+200
New +$2.25K ﹤0.01% 462
2022
Q4 		– Sell
-300
Closed -$3K – 512
2022
Q3 		$3K Hold
300
– – ﹤0.01% 494
2022
Q2 		$3K Hold
300
– – ﹤0.01% 542
2022
Q1 		$3K Buy
+300
New +$3.96K ﹤0.01% 574
2021
Q1 		– Sell
-1,400
Closed -$19K – 787
2020
Q4 		$19K Buy
+1,400
New +$19K 0.01% 528
2020
Q2 		– Sell
-7,728
Closed -$98K – 425
2020
Q1 		$98K Buy
+7,728
New +$105K 0.07% 175
2019
Q4 		– Sell
-258
Closed -$3K – 822
2019
Q3 		$3K Sell
258
-5,278
-95% -$71.7K ﹤0.01% 683
2019
Q2 		$73K Buy
5,536
+5,323
+2,499% +$69.5K 0.02% 318
2019
Q1 		$2K Buy
+213
New +$2.68K ﹤0.01% 580

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

FNY Investment Advisers's BFZ Position: Q4 2025 in Review

FNY Investment Advisers sold out of BlackRock CA Municipal Income Trust (BFZ) in Q4 2025, closing a stake of 200 shares — an estimated $2K sold.

FNY Investment Advisers first reported a position in BFZ in Q1 2019 and held it in 16 quarters. The position peaked at $98K in Q1 2020. 69 funds tracked by Wall St. Rank hold BFZ as of Q4 2025.

  • FNY Investment Advisers reported no remaining BlackRock CA Municipal Income Trust position as of Q4 2025 after selling out during the quarter.
  • FNY Investment Advisers sold 200 BlackRock CA Municipal Income Trust shares in Q4 2025, an estimated $2K.
  • FNY Investment Advisers first reported a position in BlackRock CA Municipal Income Trust in Q1 2019 and held it in 16 quarters.
  • FNY Investment Advisers's BlackRock CA Municipal Income Trust position peaked at $98K in Q1 2020.
  • 69 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q4 2025.

Based on FNY Investment Advisers's 13F filing for Q4 2025, filed 16 Jan 2026.