First Foundation Advisors’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

First Foundation Advisors’s Portfolio NAC Stock Details NAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$450K	Sell	38,617 -5,508	-12%	-$65.4K	0.02%	253
2025 Q4	$521K	Hold	44,125	–	–	0.02%	230
2025 Q3	$507K	Sell	44,125 -23,977	-35%	-$269K	0.02%	228
2025 Q2	$761K	Hold	68,102	–	–	0.03%	206
2025 Q1	$765K	Buy	68,102 +10,812	+19%	+$123K	0.03%	189
2024 Q4	$647K	Hold	57,290	–	–	0.02%	208
2024 Q3	$681K	Buy	57,290 +4,291	+8%	+$50.3K	0.03%	205
2024 Q2	$611K	Hold	52,999	–	–	0.02%	206
2024 Q1	$584K	Sell	52,999 -14,787	-22%	-$163K	0.02%	209
2023 Q4	$752K	Sell	67,786 -8,804	-11%	-$89.6K	0.03%	189
2023 Q3	$739K	Sell	76,590 -1,078	-1%	-$11.3K	0.03%	210
2023 Q2	$848K	Buy	77,668 +22,789	+42%	+$246K	0.04%	188
2023 Q1	$604K	Sell	54,879 -36,184	-40%	-$402K	0.03%	214
2022 Q4	$1.01M	Buy	91,063 +319	+0.4%	+$3.46K	0.05%	180
2022 Q3	$995K	Buy	90,744 +24,728	+37%	+$301K	0.05%	170
2022 Q2	$814K	Buy	66,016 +1,198	+2%	+$14.6K	0.04%	193
2022 Q1	$850K	Sell	64,818 -2,803	-4%	-$39.3K	0.03%	203
2021 Q4	$1.06M	Sell	67,621 -91,187	-57%	-$1.41M	0.04%	196
2021 Q3	$2.49M	Sell	158,808 -135,391	-46%	-$2.15M	0.09%	113
2021 Q2	$4.66M	Sell	294,199 -60,126	-17%	-$924K	0.18%	82
2021 Q1	$5.26M	Sell	354,325 -16,889	-5%	-$251K	0.23%	71
2020 Q4	$5.63M	Sell	371,214 -27,857	-7%	-$413K	0.25%	65
2020 Q3	$5.81M	Sell	399,071 -5,084	-1%	-$74.6K	0.27%	56
2020 Q2	$5.77M	Buy	404,155 +4,538	+1%	+$63.2K	0.3%	53
2020 Q1	$5.47M	Buy	399,617 +5,854	+1%	+$86.1K	0.34%	51
2019 Q4	$5.86M	Buy	393,763 +12,067	+3%	+$179K	0.29%	65
2019 Q3	$5.72M	Buy	381,696 +17,168	+5%	+$255K	0.31%	62
2019 Q2	$5.28M	Sell	364,528 -6,740	-2%	-$94.8K	0.3%	64
2019 Q1	$5.12M	Buy	371,268 +178,463	+93%	+$2.38M	0.3%	63
2018 Q4	$2.46M	Buy	192,805 +23,196	+14%	+$291K	0.16%	96
2018 Q3	$2.19M	Sell	169,609 -931	-0.5%	-$12.4K	0.12%	106
2018 Q2	$2.28M	Buy	170,540 +41,669	+32%	+$557K	0.13%	100
2018 Q1	$1.73M	Buy	128,871 +29,332	+29%	+$403K	0.1%	118
2017 Q4	$1.42M	Buy	99,539 +58,003	+140%	+$848K	0.08%	142
2017 Q3	$620K	Sell	41,536 -549	-1%	-$8.37K	0.04%	183
2017 Q2	$633K	Sell	42,085 -2,366	-5%	-$35K	0.04%	181
2017 Q1	$641K	Buy	44,451 +10,593	+31%	+$152K	0.04%	183
2016 Q4	$479K	Buy	+33,858	New	+$496K	0.03%	204
2016 Q3	–	Sell	-34,781	Closed	-$590K	–	311
2016 Q2	$590K	Sell	34,781 -1,244	-3%	-$20.4K	0.04%	177
2016 Q1	$580K	Hold	36,025	–	–	0.04%	159
2015 Q4	$558K	Buy	36,025 +6,424	+22%	+$97.2K	0.04%	170
2015 Q3	$443K	Buy	29,601 +6,743	+29%	+$98.4K	0.04%	161
2015 Q2	$329K	Hold	22,858	–	–	0.03%	178
2015 Q1	$349K	Hold	22,858	–	–	0.03%	174
2014 Q4	$344K	Buy	22,858 +6,520	+40%	+$95.9K	0.03%	180
2014 Q3	$233K	Hold	16,338	–	–	0.02%	194
2014 Q2	$228K	Buy	+16,338	New	+$230K	0.02%	193

Other funds holding NAC

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

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

AAM

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

First Foundation Advisors's NAC Position: Q1 2026 in Review

First Foundation Advisors reduced its Nuveen California Quality Municipal Income Fund (NAC) stake by 12% in Q1 2026, selling an estimated $65.4K and leaving 38,617 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #253.

First Foundation Advisors first reported a position in NAC in Q2 2014 and has held it in 47 quarters since. The position peaked at $5.86M in Q4 2019. 129 funds tracked by Wall St. Rank hold NAC as of Q1 2026.

First Foundation Advisors held 38,617 shares of Nuveen California Quality Municipal Income Fund worth $450K as of Q1 2026.
First Foundation Advisors sold 5,508 Nuveen California Quality Municipal Income Fund shares in Q1 2026, an estimated $65.4K.
Nuveen California Quality Municipal Income Fund made up 0.02% of First Foundation Advisors's portfolio in Q1 2026, its #253 holding.
First Foundation Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q2 2014 and has held it in 47 quarters since.
First Foundation Advisors's Nuveen California Quality Municipal Income Fund position peaked at $5.86M in Q4 2019.
129 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.