Rockefeller Capital Management
CEV

Rockefeller Capital Management’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Rockefeller Capital Management’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 		$1.21M Buy
120,426
+10,000
+9% +$103K ﹤0.01% 1525
2025
Q4 		$1.11M Buy
110,426
+40,826
+59% +$419K ﹤0.01% 1516
2025
Q3 		$702K Buy
+69,600
New +$672K ﹤0.01% 1607

Other funds holding CEV

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
AF
Atala Financial Calabasas, California $149M AUM 23.95% 1-Year Est. Return
WS
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Capital Management's CEV Position: Q1 2026 in Review

Rockefeller Capital Management increased its Eaton Vance California Municipal Income Trust (CEV) stake by 9.1% in Q1 2026, buying an estimated $103K and bringing the position to 120,426 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Rockefeller Capital Management first reported a position in CEV in Q3 2025 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold CEV as of Q1 2026.

  • Rockefeller Capital Management held 120,426 shares of Eaton Vance California Municipal Income Trust worth $1.21M as of Q1 2026.
  • Rockefeller Capital Management bought 10,000 Eaton Vance California Municipal Income Trust shares in Q1 2026, an estimated $103K.
  • Eaton Vance California Municipal Income Trust made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1525 holding.
  • Rockefeller Capital Management first reported a position in Eaton Vance California Municipal Income Trust in Q3 2025 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.