FLC Capital Advisors’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

FLC Capital Advisors’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
2026 Q2	$224K	Hold	17,850	–	–	0.04%	220
2026 Q1	$212K	Hold	17,850	–	–	0.04%	211
2025 Q4	$222K	Hold	17,850	–	–	0.04%	200
2025 Q3	$226K	Hold	17,850	–	–	0.04%	188
2025 Q2	$210K	Hold	17,850	–	–	0.04%	189
2025 Q1	$225K	Hold	17,850	–	–	0.05%	168
2024 Q4	$226K	Buy	17,850 +7,850	+79%	+$103K	0.05%	159
2024 Q3	$136K	Hold	10,000	–	–	0.03%	171
2024 Q2	$125K	Hold	10,000	–	–	0.03%	168
2024 Q1	$122K	Buy	+10,000	New	+$116K	0.03%	164

Other funds holding NKX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

FLC Capital Advisors's NKX Position: Q2 2026 in Review

FLC Capital Advisors held its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) position steady in Q2 2026 at 17,850 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #220.

FLC Capital Advisors first reported a position in NKX in Q1 2024 and has held it in 10 quarters since. The position peaked at $226K in Q3 2025. 84 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

FLC Capital Advisors held 17,850 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $224K as of Q2 2026.
FLC Capital Advisors left its Nuveen California AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen California AMT-Free Quality Municipal Income Fund made up 0.04% of FLC Capital Advisors's portfolio in Q2 2026, its #220 holding.
FLC Capital Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2024 and has held it in 10 quarters since.
FLC Capital Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $226K in Q3 2025.
84 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.