Larson Financial Group’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

Larson Financial Group’s Portfolio NPCT Stock Details NPCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.7K	Hold	3,720	–	–	﹤0.01%	1652
2026 Q1	$37.9K	Hold	3,720	–	–	﹤0.01%	1502
2025 Q4	$37.9K	Buy	3,720 +251	+7%	+$2.65K	﹤0.01%	1383
2025 Q3	$38.2K	Buy	3,469 +13	+0.4%	+$143	﹤0.01%	1280
2025 Q2	$38.7K	Buy	3,456 +15	+0.4%	+$156	﹤0.01%	1174
2025 Q1	$36.8K	Buy	3,441 +9	+0.3%	+$97	﹤0.01%	1139
2024 Q4	$36.1K	Buy	3,432 +2,198	+178%	+$24.7K	﹤0.01%	1004
2024 Q3	$14.6K	Buy	1,234 +395	+47%	+$4.52K	﹤0.01%	1329
2024 Q2	$9.13K	Hold	839	–	–	﹤0.01%	1291
2024 Q1	$8.68K	Buy	839 +14	+2%	+$145	﹤0.01%	1079
2023 Q4	$8.32K	Buy	+825	New	+$7.83K	﹤0.01%	1062

Other funds holding NPCT

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

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Larson Financial Group's NPCT Position: Q2 2026 in Review

Larson Financial Group held its Nuveen Core Plus Impact Fund (NPCT) position steady in Q2 2026 at 3,720 shares worth $37.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

Larson Financial Group first reported a position in NPCT in Q4 2023 and has held it in 11 quarters since. The position peaked at $38.7K in Q2 2025. 47 funds tracked by Wall St. Rank hold NPCT as of Q2 2026.

Larson Financial Group held 3,720 shares of Nuveen Core Plus Impact Fund worth $37.7K as of Q2 2026.
Larson Financial Group left its Nuveen Core Plus Impact Fund share count unchanged in Q2 2026.
Nuveen Core Plus Impact Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1652 holding.
Larson Financial Group first reported a position in Nuveen Core Plus Impact Fund in Q4 2023 and has held it in 11 quarters since.
Larson Financial Group's Nuveen Core Plus Impact Fund position peaked at $38.7K in Q2 2025.
47 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q2 2026.

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