EVM β€” EATON VANCE CALIF MUN BD FD

Ownership history in STIFEL FINANCIAL CORP  Β·  36 quarters on record

AI Ownership Summary

STIFEL FINANCIAL CORP reported EATON VANCE CALIF MUN BD FD (EVM) in 36 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows EVM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EVM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STIFEL FINANCIAL CORP's position in EATON VANCE CALIF MUN BD FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

EVM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How STIFEL FINANCIAL CORP held EVM β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 31,905 +900 +2.9% 0.00% $303K 2025-11-12 β€”
2025 Q2 ADDED 31,005 +2,390 +8.4% 0.00% $277K 2025-08-14 β€”
2025 Q1 REDUCED 28,615 -3,155 -9.9% 0.00% $265K 2025-05-14 β€”
2024 Q4 ADDED 31,770 +2,060 +6.9% 0.00% $291K 2025-02-13 β€”
2024 Q3 REDUCED 29,710 -3,584 -10.8% 0.00% $287K 2024-11-14 β€”
2024 Q2 REDUCED 33,294 -7,303 -18.0% 0.00% $317K 2024-08-13 β€”
2024 Q1 REDUCED 40,597 -4,866 -10.7% 0.00% $384K 2024-05-14 β€”
2023 Q4 REDUCED 45,463 -60,749 -57.2% 0.00% $416K 2024-02-12 β€”
28 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About STIFEL FINANCIAL CORP and EVM

These are the practical questions this page is built to answer before you even open the full history table.

How long has STIFEL FINANCIAL CORP reported owning EVM?

STIFEL FINANCIAL CORP reported EVM across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported EVM position in STIFEL FINANCIAL CORP's portfolio?

The largest reported portfolio weight for EVM was 0.00% in 2023 Q4.

What is the latest reported EVM position on this page?

The most recent filing on this page is 2025 Q3, when STIFEL FINANCIAL CORP reported 31,905 shares, equal to 0.00% of portfolio, with an estimated market value of $303K.

What does the chart on this EVM ownership page compare?

The chart compares STIFEL FINANCIAL CORP's quarterly EVM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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