First Foundation Advisors’s Nuveen California Municipal Value Fund NCA Stock Holding History

First Foundation 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	$1.15M	Buy	122,260 +1,016	+0.8%	+$9.51K	0.05%	175
2025 Q4	$1.09M	Sell	121,244 -37,949	-24%	-$340K	0.04%	169
2025 Q3	$1.42M	Sell	159,193 -58,009	-27%	-$498K	0.05%	155
2025 Q2	$1.89M	Sell	217,202 -17,190	-7%	-$146K	0.07%	141
2025 Q1	$2.03M	Sell	234,392 -1,695	-0.7%	-$14.6K	0.08%	122
2024 Q4	$1.99M	Hold	236,087	–	–	0.08%	125
2024 Q3	$2.15M	Hold	236,087	–	–	0.08%	122
2024 Q2	$2.05M	Buy	236,087 +27,910	+13%	+$243K	0.08%	118
2024 Q1	$1.87M	Hold	208,177	–	–	0.08%	122
2023 Q4	$1.87M	Buy	208,177 +845	+0.4%	+$7.07K	0.09%	120
2023 Q3	$1.7M	Buy	207,332 +20,482	+11%	+$175K	0.08%	133
2023 Q2	$1.6M	Buy	186,850 +54,774	+41%	+$479K	0.07%	145
2023 Q1	$1.16M	Hold	132,076	–	–	0.05%	163
2022 Q4	$1.12M	Buy	132,076 +43,378	+49%	+$365K	0.05%	171
2022 Q3	$732K	Buy	88,698 +3,000	+4%	+$26.6K	0.04%	195
2022 Q2	$748K	Buy	85,698 +7,696	+10%	+$68.2K	0.03%	204
2022 Q1	$714K	Sell	78,002 -31,768	-29%	-$306K	0.03%	219
2021 Q4	$1.11M	Sell	109,770 -388,405	-78%	-$3.97M	0.04%	193
2021 Q3	$5.26M	Sell	498,175 -96,857	-16%	-$1.04M	0.2%	77
2021 Q2	$6.37M	Sell	595,032 -49,332	-8%	-$514K	0.25%	72
2021 Q1	$6.58M	Sell	644,364 -3,898	-0.6%	-$40.8K	0.28%	66
2020 Q4	$7M	Sell	648,262 -45,641	-7%	-$476K	0.31%	59
2020 Q3	$7.48M	Sell	693,903 -18,492	-3%	-$196K	0.35%	52
2020 Q2	$7.28M	Buy	712,395 +8,792	+1%	+$87.1K	0.38%	49
2020 Q1	$7.04M	Buy	703,603 +6,562	+0.9%	+$68.5K	0.43%	45
2019 Q4	$7.42M	Buy	697,041 +12,020	+2%	+$126K	0.37%	54
2019 Q3	$7.26M	Buy	685,021 +30,705	+5%	+$319K	0.39%	55
2019 Q2	$6.6M	Sell	654,316 -54,524	-8%	-$537K	0.37%	58
2019 Q1	$6.78M	Buy	708,840 +141,753	+25%	+$1.34M	0.4%	55
2018 Q4	$5.16M	Buy	567,087 +128,361	+29%	+$1.17M	0.33%	54
2018 Q3	$4.11M	Sell	438,726 -16,756	-4%	-$160K	0.23%	74
2018 Q2	$4.32M	Buy	455,482 +157,119	+53%	+$1.48M	0.25%	59
2018 Q1	$2.78M	Buy	298,363 +68,844	+30%	+$668K	0.16%	89
2017 Q4	$2.34M	Buy	229,519 +9,884	+5%	+$104K	0.13%	103
2017 Q3	$2.31M	Sell	219,635 -1,000	-0.5%	-$10.4K	0.13%	92
2017 Q2	$2.26M	Buy	220,635 +8,873	+4%	+$91.4K	0.13%	97
2017 Q1	$2.13M	Sell	211,762 -8,873	-4%	-$90.8K	0.13%	99
2016 Q4	$2.3M	Buy	220,635 +2,264	+1%	+$23.7K	0.15%	98
2016 Q3	$2.46M	Sell	218,371 -63,029	-22%	-$710K	0.17%	90
2016 Q2	$3.15M	Sell	281,400 -4,570	-2%	-$50.3K	0.23%	74
2016 Q1	$3.14M	Buy	285,970 +1,900	+0.7%	+$20.6K	0.23%	74
2015 Q4	$3.09M	Buy	284,070 +46,463	+20%	+$498K	0.21%	78
2015 Q3	$2.51M	Sell	237,607 -64,941	-21%	-$673K	0.21%	76
2015 Q2	$3.11M	Sell	302,548 -35,369	-10%	-$370K	0.25%	63
2015 Q1	$3.6M	Buy	337,917 +3,400	+1%	+$36K	0.3%	55
2014 Q4	$3.52M	Hold	334,517	–	–	0.31%	56
2014 Q3	$3.46M	Hold	334,517	–	–	0.34%	45
2014 Q2	$3.38M	Buy	+334,517	New	+$3.31M	0.37%	45
2014 Q1	–	Sell	-307,336	Closed	-$2.82M	–	209
2013 Q4	$2.82M	Buy	307,336 +279,728	+1,013%	+$2.57M	0.38%	44
2013 Q3	$253K	Buy	+27,608	New	+$252K	0.04%	140

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

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

First Foundation Advisors increased its Nuveen California Municipal Value Fund (NCA) stake by 0.84% in Q1 2026, buying an estimated $9.51K and bringing the position to 122,260 shares worth $1.15M. The position accounts for 0.05% of the portfolio, ranked #175.

First Foundation Advisors first reported a position in NCA in Q3 2013 and has held it in 50 quarters since. The position peaked at $7.48M in Q3 2020. 58 funds tracked by Wall St. Rank hold NCA as of Q1 2026.

First Foundation Advisors held 122,260 shares of Nuveen California Municipal Value Fund worth $1.15M as of Q1 2026.
First Foundation Advisors bought 1,016 Nuveen California Municipal Value Fund shares in Q1 2026, an estimated $9.51K.
Nuveen California Municipal Value Fund made up 0.05% of First Foundation Advisors's portfolio in Q1 2026, its #175 holding.
First Foundation Advisors first reported a position in Nuveen California Municipal Value Fund in Q3 2013 and has held it in 50 quarters since.
First Foundation Advisors's Nuveen California Municipal Value Fund position peaked at $7.48M in Q3 2020.
58 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q1 2026.

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