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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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: Q1 2026 in Review

Larson Financial Group held its Nuveen Core Plus Impact Fund (NPCT) position steady in Q1 2026 at 3,720 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Larson Financial Group first reported a position in NPCT in Q4 2023 and has held it in 10 quarters since. The position peaked at $38.7K in Q2 2025. 46 funds tracked by Wall St. Rank hold NPCT as of Q1 2026.

  • Larson Financial Group held 3,720 shares of Nuveen Core Plus Impact Fund worth $37.9K as of Q1 2026.
  • Larson Financial Group left its Nuveen Core Plus Impact Fund share count unchanged in Q1 2026.
  • Nuveen Core Plus Impact Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1502 holding.
  • Larson Financial Group first reported a position in Nuveen Core Plus Impact Fund in Q4 2023 and has held it in 10 quarters since.
  • Larson Financial Group's Nuveen Core Plus Impact Fund position peaked at $38.7K in Q2 2025.
  • 46 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.