HH
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Hilltop Holdings’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Hilltop Holdings’s Portfolio NUW Stock Details NUW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$190K Buy
13,282
+317
+2% +$4.55K 0.02% 615
2025
Q4 		$186K Sell
12,965
-596
-4% -$8.52K 0.01% 855
2025
Q3 		$192K Buy
13,561
+338
+3% +$4.66K 0.01% 882
2025
Q2 		$181K Buy
13,223
+581
+5% +$7.89K 0.01% 832
2025
Q1 		$174K Buy
12,642
+1,150
+10% +$15.9K 0.01% 816
2024
Q4 		$156K Sell
11,492
-1,616
-12% -$22.5K 0.01% 816
2024
Q3 		$186K Buy
13,108
+1,255
+11% +$17.5K 0.01% 785
2024
Q2 		$165K Buy
11,853
+120
+1% +$1.62K 0.02% 582
2024
Q1 		$158K Buy
11,733
+164
+1% +$2.25K 0.02% 604
2023
Q4 		$158K Buy
11,569
+13
+0.1% +$171 0.02% 568
2023
Q3 		$155K Buy
11,556
+1,434
+14% +$19.4K 0.02% 556
2023
Q2 		$139K Sell
10,122
-41
-0.4% -$565 0.02% 541
2023
Q1 		$140K Buy
+10,163
New +$142K 0.02% 513
2020
Q1 		– Sell
-10,877
Closed -$176K – 420
2019
Q4 		$176K Buy
10,877
+607
+6% +$10.1K 0.03% 391
2019
Q3 		$170K Buy
+10,270
New +$178K 0.03% 382
2018
Q3 		– Sell
-11,754
Closed -$184K – 453
2018
Q2 		$184K Buy
+11,754
New +$185K 0.04% 392

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
GC
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hilltop Holdings's NUW Position: Q1 2026 in Review

Hilltop Holdings increased its Nuveen AMT-Free Municipal Value Fund (NUW) stake by 2.4% in Q1 2026, buying an estimated $4.55K and bringing the position to 13,282 shares worth $190K. The position accounts for 0.02% of the portfolio, ranked #615.

Hilltop Holdings first reported a position in NUW in Q2 2018 and has held it in 16 quarters since. The position peaked at $192K in Q3 2025. 66 funds tracked by Wall St. Rank hold NUW as of Q1 2026.

  • Hilltop Holdings held 13,282 shares of Nuveen AMT-Free Municipal Value Fund worth $190K as of Q1 2026.
  • Hilltop Holdings bought 317 Nuveen AMT-Free Municipal Value Fund shares in Q1 2026, an estimated $4.55K.
  • Nuveen AMT-Free Municipal Value Fund made up 0.02% of Hilltop Holdings's portfolio in Q1 2026, its #615 holding.
  • Hilltop Holdings first reported a position in Nuveen AMT-Free Municipal Value Fund in Q2 2018 and has held it in 16 quarters since.
  • Hilltop Holdings's Nuveen AMT-Free Municipal Value Fund position peaked at $192K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2026.

Based on Hilltop Holdings's 13F filing for Q1 2026, filed 14 May 2026.