SFGLC
CEV

Stonebridge Financial Group, LLC/CA’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Stonebridge Financial Group, LLC/CA’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
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
GC
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
WS
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
AF
Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's CEV Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA 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.

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

  • Stonebridge Financial Group, LLC/CA 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, LLC/CA position in Q2 2026.
  • Eaton Vance California Municipal Income Trust made up 0.04% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #230 holding.
  • 29 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q2 2026.

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