Stifel Financial
BFZ

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

Stifel Financial’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
Q2 		– Sell
-13,467
Closed -$148K – 3473
2025
Q1 		$148K Buy
+13,467
New +$151K ﹤0.01% 3240
2024
Q1 		– Sell
-13,628
Closed -$164K – 3343
2023
Q4 		$164K Sell
13,628
-3,724
-21% -$40.4K ﹤0.01% 3094
2023
Q3 		$179K Sell
17,352
-1,067
-6% -$12K ﹤0.01% 3011
2023
Q2 		$218K Sell
18,419
-8,240
-31% -$97K ﹤0.01% 2996
2023
Q1 		$312K Buy
26,659
+6,374
+31% +$71.7K ﹤0.01% 2787
2022
Q4 		$220K Buy
20,285
+140
+0.7% +$1.48K ﹤0.01% 2933
2022
Q3 		$207K Buy
20,145
+2,308
+13% +$26.1K ﹤0.01% 2936
2022
Q2 		$202K Buy
17,837
+1,313
+8% +$14.9K ﹤0.01% 2993
2022
Q1 		$203K Buy
16,524
+585
+4% +$7.72K ﹤0.01% 3118
2021
Q4 		$232K Buy
15,939
+776
+5% +$11.3K ﹤0.01% 3069
2021
Q3 		$224K Buy
15,163
+1,990
+15% +$29.8K ﹤0.01% 3075
2021
Q2 		$197K Buy
+13,173
New +$194K ﹤0.01% 3136
2019
Q3 		– Sell
-10,517
Closed -$139K – 2865
2019
Q2 		$139K Buy
+10,517
New +$137K ﹤0.01% 2785

Other funds holding BFZ

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial's BFZ Position: Q2 2025 in Review

Stifel Financial sold out of BlackRock CA Municipal Income Trust (BFZ) in Q2 2025, closing a stake of 13,467 shares — an estimated $148K sold.

Stifel Financial first reported a position in BFZ in Q2 2019 and held it in 13 quarters. The position peaked at $312K in Q1 2023. 53 funds tracked by Wall St. Rank hold BFZ as of Q2 2025.

  • Stifel Financial reported no remaining BlackRock CA Municipal Income Trust position as of Q2 2025 after selling out during the quarter.
  • Stifel Financial sold 13,467 BlackRock CA Municipal Income Trust shares in Q2 2025, an estimated $148K.
  • Stifel Financial first reported a position in BlackRock CA Municipal Income Trust in Q2 2019 and held it in 13 quarters.
  • Stifel Financial's BlackRock CA Municipal Income Trust position peaked at $312K in Q1 2023.
  • 53 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q2 2025.

Based on Stifel Financial's 13F filing for Q2 2025, filed 14 Aug 2025.