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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

Other funds holding NEA

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GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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. 295 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.
  • 295 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.