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BFC Planning, Inc.’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

BFC Planning, Inc.’s Portfolio NMAI Stock Details NMAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.7K Hold
753
– – ﹤0.01% 2340
2026
Q1 		$9.34K Buy
+753
New +$10K ﹤0.01% 2076

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Pathstone Holdings
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LPL Financial
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Advisors Asset Management
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Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Navis Wealth Advisors
Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

BFC Planning, Inc.'s NMAI Position: Q2 2026 in Review

BFC Planning, Inc. held its Nuveen Multi-Asset Income Fund (NMAI) position steady in Q2 2026 at 753 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2340.

BFC Planning, Inc. first reported a position in NMAI in Q1 2026 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold NMAI as of Q2 2026.

  • BFC Planning, Inc. held 753 shares of Nuveen Multi-Asset Income Fund worth $10.7K as of Q2 2026.
  • BFC Planning, Inc. left its Nuveen Multi-Asset Income Fund share count unchanged in Q2 2026.
  • Nuveen Multi-Asset Income Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2340 holding.
  • BFC Planning, Inc. first reported a position in Nuveen Multi-Asset Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.