CFSG
NAD icon

Community Financial Services Group’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Community Financial Services Group’s Portfolio NAD Stock Details NAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36K Hold
2,975
– – 0.01% 260
2026
Q1 		$35K Buy
+2,975
New +$35.8K 0.01% 211

Other funds holding NAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Community Financial Services Group's NAD Position: Q2 2026 in Review

Community Financial Services Group held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q2 2026 at 2,975 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #260.

Community Financial Services Group first reported a position in NAD in Q1 2026 and has held it in 2 quarters since. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Community Financial Services Group held 2,975 shares of Nuveen Quality Municipal Income Fund worth $36K as of Q2 2026.
  • Community Financial Services Group left its Nuveen Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen Quality Municipal Income Fund made up 0.01% of Community Financial Services Group's portfolio in Q2 2026, its #260 holding.
  • Community Financial Services Group first reported a position in Nuveen Quality Municipal Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.