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 Q3	$123K	Hold	12,119	–	–	﹤0.01%	902
2026 Q2	$127K	Hold	12,119	–	–	﹤0.01%	881
2026 Q1	$122K	Buy	+12,119	New	+$125K	﹤0.01%	848

Other funds holding CEV

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

Vanguard Capital Wealth Advisors Denver, Colorado $145M AUM 65.64% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Mather Group's CEV Position: Q3 2026 in Review

Mather Group held its Eaton Vance California Municipal Income Trust (CEV) position steady in Q3 2026 at 12,119 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Mather Group first reported a position in CEV in Q1 2026 and has held it in 3 quarters since. The position peaked at $127K in Q2 2026. 5 funds tracked by Wall St. Rank hold CEV as of Q3 2026.

Mather Group held 12,119 shares of Eaton Vance California Municipal Income Trust worth $123K as of Q3 2026.
Mather Group left its Eaton Vance California Municipal Income Trust share count unchanged in Q3 2026.
Eaton Vance California Municipal Income Trust made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #902 holding.
Mather Group first reported a position in Eaton Vance California Municipal Income Trust in Q1 2026 and has held it in 3 quarters since.
Mather Group's Eaton Vance California Municipal Income Trust position peaked at $127K in Q2 2026.
5 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.