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 Q1	$122K	Buy	+12,119	New	+$125K	﹤0.01%	848

Other funds holding CEV

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Atala Financial Calabasas, California $149M AUM 23.95% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Mather Group's CEV Position: Q1 2026 in Review

Mather Group opened a new position in Eaton Vance California Municipal Income Trust (CEV) in Q1 2026: 12,119 shares worth $122K. The stake represents ﹤0.01% of the portfolio and ranks #848 among its holdings.

34 funds tracked by Wall St. Rank hold CEV as of Q1 2026.

Mather Group held 12,119 shares of Eaton Vance California Municipal Income Trust worth $122K as of Q1 2026.
Eaton Vance California Municipal Income Trust was a new Mather Group position in Q1 2026.
Eaton Vance California Municipal Income Trust made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #848 holding.
34 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.