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Lionsbridge Wealth Management’s Nuveen Municipal Value Fund NUV Stock Holding History

Lionsbridge Wealth Management’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
2025
Q4 		– Sell
-11,576
Closed -$104K – 58
2025
Q3 		$104K Buy
+11,576
New +$101K 0.1% 58

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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 $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lionsbridge Wealth Management's NUV Position: Q4 2025 in Review

Lionsbridge Wealth Management sold out of Nuveen Municipal Value Fund (NUV) in Q4 2025, closing a stake of 11,576 shares — an estimated $104K sold.

Lionsbridge Wealth Management first reported a position in NUV in Q3 2025 and held it in 1 quarter. The position peaked at $104K in Q3 2025. 239 funds tracked by Wall St. Rank hold NUV as of Q4 2025.

  • Lionsbridge Wealth Management reported no remaining Nuveen Municipal Value Fund position as of Q4 2025 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 11,576 Nuveen Municipal Value Fund shares in Q4 2025, an estimated $104K.
  • Lionsbridge Wealth Management first reported a position in Nuveen Municipal Value Fund in Q3 2025 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Nuveen Municipal Value Fund position peaked at $104K in Q3 2025.
  • 239 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2025.

Based on Lionsbridge Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.