Fiera Capital (Canada)’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Fiera Capital (Canada)’s Portfolio NKX Stock Details NKX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-246,772	Closed	-$3.13M	–	443
2025 Q3	$3.13M	Sell	246,772 -1,390	-0.6%	-$16.6K	0.01%	252
2025 Q2	$2.92M	Sell	248,162 -3,150	-1%	-$37.5K	0.01%	263
2025 Q1	$3.16M	Sell	251,312 -18,117	-7%	-$231K	0.01%	255
2024 Q4	$3.41M	Buy	269,429 +1,900	+0.7%	+$24.9K	0.01%	240
2024 Q3	$3.64M	Sell	267,529 -12,914	-5%	-$171K	0.01%	241
2024 Q2	$3.51M	Sell	280,443 -134,754	-32%	-$1.61M	0.01%	235
2024 Q1	$5.04M	Sell	415,197 -103,838	-20%	-$1.2M	0.01%	202
2023 Q4	$5.99M	Buy	+519,035	New	+$5.61M	0.02%	196

Other funds holding NKX

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

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

AAM

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

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

HWAM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

DWM

DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Fiera Capital (Canada)'s NKX Position: Q4 2025 in Review

Fiera Capital (Canada) sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q4 2025, closing a stake of 246,772 shares — an estimated $3.13M sold.

Fiera Capital (Canada) first reported a position in NKX in Q4 2023 and held it in 8 quarters. The position peaked at $5.99M in Q4 2023. 66 funds tracked by Wall St. Rank hold NKX as of Q4 2025.

Fiera Capital (Canada) reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
Fiera Capital (Canada) sold 246,772 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q4 2025, an estimated $3.13M.
Fiera Capital (Canada) first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2023 and held it in 8 quarters.
Fiera Capital (Canada)'s Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $5.99M in Q4 2023.
66 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q4 2025.

Based on Fiera Capital (Canada)'s 13F filing for Q4 2025, filed 11 Feb 2026.