LPL Financial’s Nuveen Variable Rate Preferred & Income Fund NPFD Stock Holding History

LPL Financial’s Portfolio NPFD Stock Details NPFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$374K	Buy	20,593 +4,987	+32%	+$96.1K	﹤0.01%	5027
2025 Q4	$297K	Sell	15,606 -223	-1%	-$4.37K	﹤0.01%	5153
2025 Q3	$316K	Buy	15,829 +3,800	+32%	+$74K	﹤0.01%	5012
2025 Q2	$232K	Buy	+12,029	New	+$224K	﹤0.01%	4975

Other funds holding NPFD

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LPL Financial's NPFD Position: Q1 2026 in Review

LPL Financial increased its Nuveen Variable Rate Preferred & Income Fund (NPFD) stake by 32% in Q1 2026, buying an estimated $96.1K and bringing the position to 20,593 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #5027.

LPL Financial first reported a position in NPFD in Q2 2025 and has held it in 4 quarters since. 56 funds tracked by Wall St. Rank hold NPFD as of Q1 2026.

LPL Financial held 20,593 shares of Nuveen Variable Rate Preferred & Income Fund worth $374K as of Q1 2026.
LPL Financial bought 4,987 Nuveen Variable Rate Preferred & Income Fund shares in Q1 2026, an estimated $96.1K.
Nuveen Variable Rate Preferred & Income Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5027 holding.
LPL Financial first reported a position in Nuveen Variable Rate Preferred & Income Fund in Q2 2025 and has held it in 4 quarters since.
56 funds tracked by Wall St. Rank held Nuveen Variable Rate Preferred & Income Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.