JY
BFZ

Jeff Yass’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Jeff Yass’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
-12,145
Closed -$133K – 12358
2025
Q3 		$133K Buy
+12,145
New +$129K ﹤0.01% 11376
2025
Q2 		– Sell
-12,889
Closed -$142K – 12659
2025
Q1 		$142K Buy
12,889
+737
+6% +$8.28K ﹤0.01% 11277
2024
Q4 		$136K Buy
+12,152
New +$143K ﹤0.01% 11090
2023
Q4 		– Sell
-11,895
Closed -$122K – 12345
2023
Q3 		$122K Sell
11,895
-2,204
-16% -$24.9K ﹤0.01% 10754
2023
Q2 		$167K Buy
+14,099
New +$166K ﹤0.01% 10459
2023
Q1 		– Sell
-11,622
Closed -$126K – 12563
2022
Q4 		$126K Buy
+11,622
New +$123K ﹤0.01% 10714
2019
Q1 		– Sell
-20,475
Closed -$245K – 8818
2018
Q4 		$245K Buy
+20,475
New +$249K ﹤0.01% 7378
2018
Q3 		– Sell
-12,693
Closed -$165K – 9210
2018
Q2 		$165K Buy
+12,693
New +$165K ﹤0.01% 8782

Other funds holding BFZ

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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 $3.48B AUM 10.49% 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

Jeff Yass's BFZ Position: Q4 2025 in Review

Jeff Yass sold out of BlackRock CA Municipal Income Trust (BFZ) in Q4 2025, closing a stake of 12,145 shares — an estimated $133K sold.

Jeff Yass first reported a position in BFZ in Q2 2018 and held it in 8 quarters. The position peaked at $245K in Q4 2018. 69 funds tracked by Wall St. Rank hold BFZ as of Q4 2025.

  • Jeff Yass reported no remaining BlackRock CA Municipal Income Trust position as of Q4 2025 after selling out during the quarter.
  • Jeff Yass sold 12,145 BlackRock CA Municipal Income Trust shares in Q4 2025, an estimated $133K.
  • Jeff Yass first reported a position in BlackRock CA Municipal Income Trust in Q2 2018 and held it in 8 quarters.
  • Jeff Yass's BlackRock CA Municipal Income Trust position peaked at $245K in Q4 2018.
  • 69 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q4 2025.

Based on Susquehanna International Group's 13F filing for Q4 2025, filed 17 Feb 2026.