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Howard Financial Services’s Nuveen Municipal Value Fund NUV Stock Holding History

Howard Financial Services’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 		$830K Hold
90,060
– – 0.08% 104
2026
Q1 		$810K Hold
90,060
– – 0.09% 94
2025
Q4 		$816K Buy
+90,060
New +$814K 0.1% 83

Other funds holding NUV

UBS Group
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Howard Financial Services's NUV Position: Q2 2026 in Review

Howard Financial Services held its Nuveen Municipal Value Fund (NUV) position steady in Q2 2026 at 90,060 shares worth $830K. The position accounts for 0.08% of the portfolio, ranked #104.

Howard Financial Services first reported a position in NUV in Q4 2025 and has held it in 3 quarters since. 233 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

  • Howard Financial Services held 90,060 shares of Nuveen Municipal Value Fund worth $830K as of Q2 2026.
  • Howard Financial Services left its Nuveen Municipal Value Fund share count unchanged in Q2 2026.
  • Nuveen Municipal Value Fund made up 0.08% of Howard Financial Services's portfolio in Q2 2026, its #104 holding.
  • Howard Financial Services first reported a position in Nuveen Municipal Value Fund in Q4 2025 and has held it in 3 quarters since.
  • 233 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.