CIBC Private Wealth Group’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

CIBC Private Wealth Group’s Portfolio NAC Stock Details NAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$118K	Hold	10,000	–	–	﹤0.01%	1433
2025 Q3	$115K	Hold	10,000	–	–	﹤0.01%	1433
2025 Q2	$112K	Hold	10,000	–	–	﹤0.01%	1337
2025 Q1	$107K	Hold	10,000	–	–	﹤0.01%	1331
2024 Q4	$113K	Hold	10,000	–	–	﹤0.01%	1376
2024 Q3	$119K	Hold	10,000	–	–	﹤0.01%	1402
2024 Q2	$116K	Hold	10,000	–	–	﹤0.01%	1338
2024 Q1	$110K	Sell	10,000 -1,061	-10%	-$11.7K	﹤0.01%	1357
2023 Q4	$123K	Buy	+11,061	New	+$113K	﹤0.01%	1093
2018 Q3	–	Sell	-15,035	Closed	-$201K	–	1438
2018 Q2	$201K	Hold	15,035	–	–	﹤0.01%	919
2018 Q1	$201K	Sell	15,035 -22,000	-59%	-$302K	﹤0.01%	930
2017 Q4	$530K	Hold	37,035	–	–	﹤0.01%	770
2017 Q3	$553K	Hold	37,035	–	–	﹤0.01%	759
2017 Q2	$557K	Sell	37,035 -477	-1%	-$7.05K	﹤0.01%	527
2017 Q1	$541K	Hold	37,512	–	–	﹤0.01%	514
2016 Q4	$530K	Buy	37,512 +7,168	+24%	+$105K	﹤0.01%	516
2016 Q3	$499K	Sell	30,344 -11,523	-28%	-$193K	﹤0.01%	526
2016 Q2	$710K	Sell	41,867 -69,000	-62%	-$1.13M	0.01%	494
2016 Q1	$1.78M	Sell	110,867 -90,000	-45%	-$1.42M	0.01%	366
2015 Q4	$3.11M	Sell	200,867 -315,000	-61%	-$4.77M	0.02%	309
2015 Q3	$7.71M	Buy	+515,867	New	+$7.52M	0.06%	224

Other funds holding NAC

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

CIBC Private Wealth Group's NAC Position: Q4 2025 in Review

CIBC Private Wealth Group held its Nuveen California Quality Municipal Income Fund (NAC) position steady in Q4 2025 at 10,000 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

CIBC Private Wealth Group first reported a position in NAC in Q3 2015 and has held it in 21 quarters since. The position peaked at $7.71M in Q3 2015. 125 funds tracked by Wall St. Rank hold NAC as of Q4 2025.

CIBC Private Wealth Group held 10,000 shares of Nuveen California Quality Municipal Income Fund worth $118K as of Q4 2025.
CIBC Private Wealth Group left its Nuveen California Quality Municipal Income Fund share count unchanged in Q4 2025.
Nuveen California Quality Municipal Income Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1433 holding.
CIBC Private Wealth Group first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2015 and has held it in 21 quarters since.
CIBC Private Wealth Group's Nuveen California Quality Municipal Income Fund position peaked at $7.71M in Q3 2015.
125 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.