Stonebridge Financial Group’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Stonebridge Financial Group’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	$278K	Buy	+26,500	New	+$272K	0.04%	230

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Stonebridge Financial Group's CEV Position: Q2 2026 in Review

Stonebridge Financial Group opened a new position in Eaton Vance California Municipal Income Trust (CEV) in Q2 2026: 26,500 shares worth $278K. The stake represents 0.04% of the portfolio and ranks #230 among its holdings.

35 funds tracked by Wall St. Rank hold CEV as of Q2 2026.

Stonebridge Financial Group held 26,500 shares of Eaton Vance California Municipal Income Trust worth $278K as of Q2 2026.
Eaton Vance California Municipal Income Trust was a new Stonebridge Financial Group position in Q2 2026.
Eaton Vance California Municipal Income Trust made up 0.04% of Stonebridge Financial Group's portfolio in Q2 2026, its #230 holding.
35 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q2 2026.

Based on Stonebridge Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.