Farther Finance Advisors’s Nuveen California Municipal Value Fund NCA Stock Holding History

Farther Finance Advisors’s Portfolio NCA Stock Details NCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$121K	Hold	12,786	–	–	﹤0.01%	2371
2025 Q4	$114K	Hold	12,786	–	–	﹤0.01%	2258
2025 Q3	$114K	Hold	12,786	–	–	﹤0.01%	1962
2025 Q2	$111K	Hold	12,786	–	–	﹤0.01%	1709
2025 Q1	$111K	Hold	12,786	–	–	﹤0.01%	1492
2024 Q4	$108K	Hold	12,786	–	–	﹤0.01%	1279
2024 Q3	$117K	Buy	+12,786	New	+$114K	﹤0.01%	1236

Other funds holding NCA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

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

RCG

Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return

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

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Farther Finance Advisors's NCA Position: Q1 2026 in Review

Farther Finance Advisors held its Nuveen California Municipal Value Fund (NCA) position steady in Q1 2026 at 12,786 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #2371.

Farther Finance Advisors first reported a position in NCA in Q3 2024 and has held it in 7 quarters since. 58 funds tracked by Wall St. Rank hold NCA as of Q1 2026.

Farther Finance Advisors held 12,786 shares of Nuveen California Municipal Value Fund worth $121K as of Q1 2026.
Farther Finance Advisors left its Nuveen California Municipal Value Fund share count unchanged in Q1 2026.
Nuveen California Municipal Value Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q1 2026, its #2371 holding.
Farther Finance Advisors first reported a position in Nuveen California Municipal Value Fund in Q3 2024 and has held it in 7 quarters since.
58 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.