CIBC Private Wealth Group’s Nuveen Municipal Value Fund NUV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$186K	Hold	20,564	–	–	﹤0.01%	1226
2025 Q3	$185K	Sell	20,564 -9,700	-32%	-$84.5K	﹤0.01%	1220
2025 Q2	$263K	Hold	30,264	–	–	﹤0.01%	1015
2025 Q1	$258K	Buy	30,264 +29,700	+5,266%	+$260K	﹤0.01%	993
2024 Q4	$4.87K	Hold	564	–	–	﹤0.01%	2482
2024 Q3	$5.09K	Sell	564 -6,500	-92%	-$57.4K	﹤0.01%	2584
2024 Q2	$61K	Buy	7,064 +6,500	+1,152%	+$55.5K	﹤0.01%	1593
2024 Q1	$4.9K	Buy	+564	New	+$4.91K	﹤0.01%	2509
2018 Q4	–	Sell	-25,000	Closed	-$234K	–	925
2018 Q3	$234K	Hold	25,000	–	–	﹤0.01%	901
2018 Q2	$239K	Buy	+25,000	New	+$238K	﹤0.01%	893
2014 Q4	–	Sell	-64,200	Closed	-$604K	–	617
2014 Q3	$604K	Hold	64,200	–	–	﹤0.01%	514
2014 Q2	$619K	Hold	64,200	–	–	0.01%	497
2014 Q1	$604K	Buy	+64,200	New	+$604K	0.01%	497

Other funds holding NUV

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CIBC Private Wealth Group held its Nuveen Municipal Value Fund (NUV) position steady in Q4 2025 at 20,564 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

CIBC Private Wealth Group first reported a position in NUV in Q1 2014 and has held it in 13 quarters since. The position peaked at $619K in Q2 2014. 239 funds tracked by Wall St. Rank hold NUV as of Q4 2025.

CIBC Private Wealth Group held 20,564 shares of Nuveen Municipal Value Fund worth $186K as of Q4 2025.
CIBC Private Wealth Group left its Nuveen Municipal Value Fund share count unchanged in Q4 2025.
Nuveen Municipal Value Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1226 holding.
CIBC Private Wealth Group first reported a position in Nuveen Municipal Value Fund in Q1 2014 and has held it in 13 quarters since.
CIBC Private Wealth Group's Nuveen Municipal Value Fund position peaked at $619K in Q2 2014.
239 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2025.

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