BFC Planning, Inc.’s Nuveen Municipal Value Fund NUV Stock Holding History

BFC Planning, Inc.’s Portfolio NUV Stock Details NUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$565K	Sell	61,277 -27,606	-31%	-$252K	0.02%	573
2026 Q1	$799K	Buy	88,883 +13,372	+18%	+$122K	0.04%	425
2025 Q4	$684K	Buy	75,511 +49,661	+192%	+$449K	0.03%	461
2025 Q3	$232K	Sell	25,850 -1,200	-4%	-$10.5K	0.02%	623
2025 Q2	$235K	Buy	27,050 +4,300	+19%	+$37K	0.02%	577
2025 Q1	$200K	Hold	22,750	–	–	0.02%	609
2024 Q4	$195K	Buy	+22,750	New	+$202K	0.02%	624

Other funds holding NUV

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

BFC Planning, Inc. reduced its Nuveen Municipal Value Fund (NUV) stake by 31% in Q2 2026, selling an estimated $252K and leaving 61,277 shares worth $565K. The position accounts for 0.02% of the portfolio, ranked #573.

BFC Planning, Inc. first reported a position in NUV in Q4 2024 and has held it in 7 quarters since. The position peaked at $799K in Q1 2026. 234 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

BFC Planning, Inc. held 61,277 shares of Nuveen Municipal Value Fund worth $565K as of Q2 2026.
BFC Planning, Inc. sold 27,606 Nuveen Municipal Value Fund shares in Q2 2026, an estimated $252K.
Nuveen Municipal Value Fund made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #573 holding.
BFC Planning, Inc. first reported a position in Nuveen Municipal Value Fund in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Nuveen Municipal Value Fund position peaked at $799K in Q1 2026.
234 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

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