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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$263K Buy
28,300
+5,000
+21% +$51.1K 0.07% 159
2026
Q2
$251K Hold
23,300
– – 0.08% 166
2026
Q1
$240K Sell
23,300
-1,300
-5% -$13.4K 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

BCS Private Wealth Management's NRK Position: Q3 2026 in Review

BCS Private Wealth Management increased its Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) stake by 21% in Q3 2026, buying an estimated $51.1K and bringing the position to 28,300 shares worth $263K. The position accounts for 0.07% of the portfolio, ranked #159.

BCS Private Wealth Management first reported a position in NRK in Q2 2025 and has held it in 6 quarters since. 92 funds tracked by Wall St. Rank hold NRK as of Q3 2026.

  • BCS Private Wealth Management held 28,300 shares of Nuveen New York AMT-Free Quality Municipal Income Fund worth $263K as of Q3 2026.
  • BCS Private Wealth Management bought 5,000 Nuveen New York AMT-Free Quality Municipal Income Fund shares in Q3 2026, an estimated $51.1K.
  • Nuveen New York AMT-Free Quality Municipal Income Fund made up 0.07% of BCS Private Wealth Management's portfolio in Q3 2026, its #159 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 6 quarters since.
  • 92 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on BCS Private Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.