BCS Private Wealth Management’s Nuveen New York AMT-Free Quality Municipal Income Fund NRK Stock Holding History

BCS Private Wealth Management’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 Q1	$240K	Sell	23,300 -1,300	-5%	-$13.3K	0.07%	169
2025 Q4	$248K	Hold	24,600	–	–	0.08%	161
2025 Q3	$253K	Hold	24,600	–	–	0.09%	148
2025 Q2	$245K	Buy	+24,600	New	+$244K	0.09%	148

Other funds holding NRK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return

BCS Private Wealth Management's NRK Position: Q1 2026 in Review

BCS Private Wealth Management reduced its Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) stake by 5.3% in Q1 2026, selling an estimated $13.3K and leaving 23,300 shares worth $240K. The position accounts for 0.07% of the portfolio, ranked #169.

BCS Private Wealth Management first reported a position in NRK in Q2 2025 and has held it in 4 quarters since. The position peaked at $253K in Q3 2025. 99 funds tracked by Wall St. Rank hold NRK as of Q1 2026.

BCS Private Wealth Management held 23,300 shares of Nuveen New York AMT-Free Quality Municipal Income Fund worth $240K as of Q1 2026.
BCS Private Wealth Management sold 1,300 Nuveen New York AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $13.3K.
Nuveen New York AMT-Free Quality Municipal Income Fund made up 0.07% of BCS Private Wealth Management's portfolio in Q1 2026, its #169 holding.
BCS Private Wealth Management first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q2 2025 and has held it in 4 quarters since.
BCS Private Wealth Management's Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $253K in Q3 2025.
99 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.