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 Q2	$595K	Sell	56,516 -3,646	-6%	-$37.5K	﹤0.01%	4386
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial's CEV Position: Q2 2026 in Review

Raymond James Financial reduced its Eaton Vance California Municipal Income Trust (CEV) stake by 6.1% in Q2 2026, selling an estimated $37.5K and leaving 56,516 shares worth $595K. The position accounts for ﹤0.01% of the portfolio, ranked #4386.

Raymond James Financial first reported a position in CEV in Q4 2024 and has held it in 7 quarters since. The position peaked at $606K in Q1 2026. 34 funds tracked by Wall St. Rank hold CEV as of Q2 2026.

Raymond James Financial held 56,516 shares of Eaton Vance California Municipal Income Trust worth $595K as of Q2 2026.
Raymond James Financial sold 3,646 Eaton Vance California Municipal Income Trust shares in Q2 2026, an estimated $37.5K.
Eaton Vance California Municipal Income Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4386 holding.
Raymond James Financial first reported a position in Eaton Vance California Municipal Income Trust in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Eaton Vance California Municipal Income Trust position peaked at $606K in Q1 2026.
34 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.