CEV — EATON VANCE CA MUNI INC TRST
As of Q2 2026, 4 SEC-registered investment managers reported holding CEV (EATON VANCE CA MUNI INC TRST) in their latest 13F filings, with a combined reported value of $2.47M across 234.44K shares. That is +12.1% by share count (+25.29K shares) versus the previous quarter, while reported value moved +17.2%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 2 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
CEV is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 134.12K | $1.41M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 49.03K | $515.78K | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 41.11K | $432.49K | 0.00% | Add |
| Invesco Ltd history | Q3 2021 | 23.86K | $325.00K | 0.00% | New |
| Goldman Sachs Group history | Q4 2021 | 22.16K | $300.00K | 0.00% | New |
| Balyasny Asset Management history | Q3 2025 | 14.15K | $142.66K | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 10.18K | $107.07K | 0.00% | New |
| JPMorgan Chase & Co history | Q4 2023 | 2.38K | $24.59K | 0.00% | Reduce |
| Bank of America Corp history | Q4 2025 | 500 | $5.02K | 0.00% | New |
New Positions (Q2 2026)
- Citadel Advisors 10.18K sh · $107.07K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 9 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 88.20K | 98.12K | 101.73K | 125.36K | 135.43K | 111.64K | 112.42K | 102.77K | 99.19K | 101.47K | 103.62K | 89.28K | 88.81K | 81.29K | 85.42K | 79.84K | 79.44K | 115.23K | 118.09K | 134.12K |
| Wells Fargo & Co | 66.00K | 61.05K | 51.35K | 56.31K | 40.07K | 20.58K | 18.98K | 19.48K | 19.48K | 23.28K | 23.28K | 26.18K | 30.50K | 31.20K | 38.55K | 47.21K | 46.44K | 50.70K | 50.20K | 49.03K |
| UBS Group AG | 85.05K | 77.09K | 82.22K | 24.01K | 23.16K | 26.00K | 24.78K | 24.17K | 24.45K | 23.04K | 32.64K | 35.31K | 35.72K | 35.67K | 38.84K | 27.64K | 22.63K | 25.97K | 40.86K | 41.11K |
| Citadel Advisors | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 10.18K |
| Balyasny Asset Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 14.15K | — | — | — |
| Bank of America Corp | 109.61K | 103.93K | 91.80K | 55.09K | 32.02K | 4.47K | 3.51K | — | — | — | — | — | — | — | — | — | — | 500 | — | — |
| JPMorgan Chase & Co | — | — | — | — | — | — | 141 | — | 3.66K | 2.38K | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | — | 22.16K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Invesco Ltd | 23.86K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details