MG
CEV

Mather Group’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Mather Group’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
Q2 		$127K Hold
12,119
– – ﹤0.01% 881
2026
Q1 		$122K Buy
+12,119
New +$125K ﹤0.01% 848

Other funds holding CEV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AF
Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mather Group's CEV Position: Q2 2026 in Review

Mather Group held its Eaton Vance California Municipal Income Trust (CEV) position steady in Q2 2026 at 12,119 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Mather Group first reported a position in CEV in Q1 2026 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold CEV as of Q2 2026.

  • Mather Group held 12,119 shares of Eaton Vance California Municipal Income Trust worth $127K as of Q2 2026.
  • Mather Group left its Eaton Vance California Municipal Income Trust share count unchanged in Q2 2026.
  • Eaton Vance California Municipal Income Trust made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #881 holding.
  • Mather Group first reported a position in Eaton Vance California Municipal Income Trust in Q1 2026 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.