Bank of Montreal
NKX icon

Bank of Montreal’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Bank of Montreal’s Portfolio NKX Stock Details NKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-19,513
Closed -$247K – 3762
2025
Q3 		$247K Buy
19,513
+214
+1% +$2.56K ﹤0.01% 2647
2025
Q2 		$227K Hold
19,299
– – ﹤0.01% 2735
2025
Q1 		$243K Hold
19,299
– – ﹤0.01% 2628
2024
Q4 		$244K Buy
19,299
+660
+4% +$8.66K ﹤0.01% 2659
2024
Q3 		$253K Buy
18,639
+152
+0.8% +$2.01K ﹤0.01% 2889
2024
Q2 		$243K Sell
18,487
-9,675
-34% -$115K ﹤0.01% 2870
2024
Q1 		$374K Sell
28,162
-813
-3% -$9.4K ﹤0.01% 2634
2023
Q4 		$389K Buy
+28,975
New +$313K ﹤0.01% 2690

Other funds holding NKX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Bank of Montreal's NKX Position: Q4 2025 in Review

Bank of Montreal sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q4 2025, closing a stake of 19,513 shares — an estimated $247K sold.

Bank of Montreal first reported a position in NKX in Q4 2023 and held it in 8 quarters. The position peaked at $389K in Q4 2023. 66 funds tracked by Wall St. Rank hold NKX as of Q4 2025.

  • Bank of Montreal reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
  • Bank of Montreal sold 19,513 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q4 2025, an estimated $247K.
  • Bank of Montreal first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2023 and held it in 8 quarters.
  • Bank of Montreal's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $389K in Q4 2023.
  • 66 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q4 2025.

Based on Bank of Montreal's 13F filing for Q4 2025, filed 12 Feb 2026.