Ken Fisher
BFZ

Ken Fisher’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Ken Fisher’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
Q2 		– Sell
-39,619
Closed -$435K – 994
2025
Q1 		$435K Buy
+39,619
New +$445K ﹤0.01% 818

Other funds holding BFZ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ken Fisher's BFZ Position: Q2 2025 in Review

Ken Fisher sold out of BlackRock CA Municipal Income Trust (BFZ) in Q2 2025, closing a stake of 39,619 shares — an estimated $435K sold.

Ken Fisher first reported a position in BFZ in Q1 2025 and held it in 1 quarter. The position peaked at $435K in Q1 2025. 53 funds tracked by Wall St. Rank hold BFZ as of Q2 2025.

  • Ken Fisher reported no remaining BlackRock CA Municipal Income Trust position as of Q2 2025 after selling out during the quarter.
  • Ken Fisher sold 39,619 BlackRock CA Municipal Income Trust shares in Q2 2025, an estimated $435K.
  • Ken Fisher first reported a position in BlackRock CA Municipal Income Trust in Q1 2025 and held it in 1 quarter.
  • Ken Fisher's BlackRock CA Municipal Income Trust position peaked at $435K in Q1 2025.
  • 53 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q2 2025.

Based on Fisher Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.