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MAI Capital Management’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

MAI Capital Management’s Portfolio NKX Stock Details NKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.66M Buy
132,000
+102,000
+340% +$1.26M 0.01% 763
2026
Q1 		$357K Buy
+30,000
New +$382K ﹤0.01% 1177

Other funds holding NKX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MAI Capital Management's NKX Position: Q2 2026 in Review

MAI Capital Management increased its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 340% in Q2 2026, buying an estimated $1.26M and bringing the position to 132,000 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #763.

MAI Capital Management first reported a position in NKX in Q1 2026 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

  • MAI Capital Management held 132,000 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $1.66M as of Q2 2026.
  • MAI Capital Management bought 102,000 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $1.26M.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #763 holding.
  • MAI Capital Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 84 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.