Raymond James Financial’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-60,820
Closed -$653K 5301
2025
Q4
$653K Buy
60,820
+12,794
+27% +$139K ﹤0.01% 4075
2025
Q3
$526K Buy
48,026
+4,316
+10% +$45.9K ﹤0.01% 4093
2025
Q2
$473K Hold
43,710
﹤0.01% 4044
2025
Q1
$480K Sell
43,710
-3,500
-7% -$39.3K ﹤0.01% 3960
2024
Q4
$529K Buy
+47,210
New +$554K ﹤0.01% 3874

Raymond James Financial's BFZ Position: Q1 2026 in Review

Raymond James Financial sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2026, closing a stake of 60,820 shares — an estimated $653K sold.

Raymond James Financial first reported a position in BFZ in Q4 2024 and held it in 5 quarters. The position peaked at $653K in Q4 2025. 0 funds tracked by Wall St. Rank hold BFZ as of Q1 2026.

  • Raymond James Financial reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
  • Raymond James Financial sold 60,820 BlackRock CA Municipal Income Trust shares in Q1 2026, an estimated $653K.
  • Raymond James Financial first reported a position in BlackRock CA Municipal Income Trust in Q4 2024 and held it in 5 quarters.
  • Raymond James Financial's BlackRock CA Municipal Income Trust position peaked at $653K in Q4 2025.
  • 0 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.