Raymond James Financial’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Raymond James Financial’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	$606K	Buy	60,162 +914	+2%	+$9.46K	﹤0.01%	4220
2025 Q4	$595K	Buy	59,248 +7,329	+14%	+$75.3K	﹤0.01%	4141
2025 Q3	$523K	Buy	51,919 +339	+0.7%	+$3.27K	﹤0.01%	4098
2025 Q2	$500K	Buy	51,580 +3,606	+8%	+$34.9K	﹤0.01%	4004
2025 Q1	$481K	Buy	47,974 +36	+0.1%	+$365	﹤0.01%	3958
2024 Q4	$481K	Buy	+47,938	New	+$504K	﹤0.01%	3931

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

CWS

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

Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Raymond James Financial increased its Eaton Vance California Municipal Income Trust (CEV) stake by 1.5% in Q1 2026, buying an estimated $9.46K and bringing the position to 60,162 shares worth $606K. The position accounts for ﹤0.01% of the portfolio, ranked #4220.

Raymond James Financial first reported a position in CEV in Q4 2024 and has held it in 6 quarters since. 34 funds tracked by Wall St. Rank hold CEV as of Q1 2026.

Raymond James Financial held 60,162 shares of Eaton Vance California Municipal Income Trust worth $606K as of Q1 2026.
Raymond James Financial bought 914 Eaton Vance California Municipal Income Trust shares in Q1 2026, an estimated $9.46K.
Eaton Vance California Municipal Income Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4220 holding.
Raymond James Financial first reported a position in Eaton Vance California Municipal Income Trust in Q4 2024 and has held it in 6 quarters since.
34 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q1 2026.

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