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BFZ

NewEdge Advisors’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

NewEdge Advisors’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
Q3 		– Sell
-11,437
Closed -$124K – 4108
2025
Q2 		$124K Buy
+11,437
New +$123K ﹤0.01% 2351

Other funds holding BFZ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

NewEdge Advisors's BFZ Position: Q3 2025 in Review

NewEdge Advisors sold out of BlackRock CA Municipal Income Trust (BFZ) in Q3 2025, closing a stake of 11,437 shares — an estimated $124K sold.

NewEdge Advisors first reported a position in BFZ in Q2 2025 and held it in 1 quarter. The position peaked at $124K in Q2 2025. 61 funds tracked by Wall St. Rank hold BFZ as of Q3 2025.

  • NewEdge Advisors reported no remaining BlackRock CA Municipal Income Trust position as of Q3 2025 after selling out during the quarter.
  • NewEdge Advisors sold 11,437 BlackRock CA Municipal Income Trust shares in Q3 2025, an estimated $124K.
  • NewEdge Advisors first reported a position in BlackRock CA Municipal Income Trust in Q2 2025 and held it in 1 quarter.
  • NewEdge Advisors's BlackRock CA Municipal Income Trust position peaked at $124K in Q2 2025.
  • 61 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q3 2025.

Based on NewEdge Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.