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Align Financial’s Nuveen New York AMT-Free Quality Municipal Income Fund NRK Stock Holding History

Align Financial’s Portfolio NRK Stock Details NRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1K Hold
103
– – ﹤0.01% 331
2026
Q1 		$1.05K Sell
103
-936
-90% -$9.61K ﹤0.01% 338
2025
Q4 		$1.04K Buy
+1,039
New +$10.5K ﹤0.01% 361

Other funds holding NRK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Align Financial's NRK Position: Q2 2026 in Review

Align Financial held its Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) position steady in Q2 2026 at 103 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Align Financial first reported a position in NRK in Q4 2025 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold NRK as of Q2 2026.

  • Align Financial held 103 shares of Nuveen New York AMT-Free Quality Municipal Income Fund worth $1.1K as of Q2 2026.
  • Align Financial left its Nuveen New York AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen New York AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Align Financial's portfolio in Q2 2026, its #331 holding.
  • Align Financial first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 109 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.