Jeff Yass’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Jeff Yass’s Portfolio NAC Stock Details NAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$194K	Sell	16,045 -17,058	-52%	-$203K	﹤0.01%	11985
2026 Q1	$386K	Buy	+33,103	New	+$393K	﹤0.01%	10304
2025 Q4	–	Sell	-14,748	Closed	-$170K	–	13155
2025 Q3	$170K	Sell	14,748 -12,511	-46%	-$140K	﹤0.01%	11156
2025 Q2	$304K	Sell	27,259 -7,437	-21%	-$81.1K	﹤0.01%	10298
2025 Q1	$390K	Buy	34,696 +14,540	+72%	+$165K	﹤0.01%	9458
2024 Q4	$228K	Buy	+20,156	New	+$233K	﹤0.01%	10441
2024 Q1	–	Sell	-61,082	Closed	-$677K	–	12925
2023 Q4	$677K	Buy	61,082 +46,807	+328%	+$477K	﹤0.01%	7923
2023 Q3	$138K	Sell	14,275 -30,708	-68%	-$322K	﹤0.01%	10631
2023 Q2	$491K	Buy	44,983 +1,384	+3%	+$14.9K	﹤0.01%	8361
2023 Q1	$480K	Buy	43,599 +2,439	+6%	+$27.1K	﹤0.01%	8672
2022 Q4	$456K	Buy	+41,160	New	+$446K	﹤0.01%	8108
2018 Q4	–	Sell	-28,983	Closed	-$375K	–	9613
2018 Q3	$375K	Buy	28,983 +17,780	+159%	+$237K	﹤0.01%	7039
2018 Q2	$150K	Buy	+11,203	New	+$150K	﹤0.01%	8834
2016 Q4	–	Sell	-13,536	Closed	-$222K	–	9929
2016 Q3	$222K	Buy	+13,536	New	+$226K	﹤0.01%	7417

Other funds holding NAC

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

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

AAM

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Jeff Yass's NAC Position: Q2 2026 in Review

Jeff Yass reduced its Nuveen California Quality Municipal Income Fund (NAC) stake by 52% in Q2 2026, selling an estimated $203K and leaving 16,045 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #11985.

Jeff Yass first reported a position in NAC in Q3 2016 and has held it in 14 quarters since. The position peaked at $677K in Q4 2023. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

Jeff Yass held 16,045 shares of Nuveen California Quality Municipal Income Fund worth $194K as of Q2 2026.
Jeff Yass sold 17,058 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $203K.
Nuveen California Quality Municipal Income Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11985 holding.
Jeff Yass first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2016 and has held it in 14 quarters since.
Jeff Yass's Nuveen California Quality Municipal Income Fund position peaked at $677K in Q4 2023.
138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.