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Community Financial Services Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Community Financial Services Group’s Portfolio NEA Stock Details NEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.9K Hold
761
– – ﹤0.01% 391
2026
Q1 		$8.68K Buy
+761
New +$8.85K ﹤0.01% 331

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CPC
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SWM
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BCG
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FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Community Financial Services Group held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 761 shares worth $8.9K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Community Financial Services Group first reported a position in NEA in Q1 2026 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Community Financial Services Group held 761 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $8.9K as of Q2 2026.
  • Community Financial Services Group left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #391 holding.
  • Community Financial Services Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

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