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Marex Group’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Marex Group’s Portfolio NAC Stock Details NAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-16,600
Closed -$196K – 1179
2025
Q4 		$196K Buy
+16,600
New +$196K ﹤0.01% 854
2025
Q2 		– Sell
-24,422
Closed -$275K – 839
2025
Q1 		$275K Buy
24,422
+4,921
+25% +$55.9K 0.01% 480
2024
Q4 		$220K Sell
19,501
-52,548
-73% -$608K ﹤0.01% 521
2024
Q3 		$857K Buy
72,049
+27,049
+60% +$317K 0.02% 231
2024
Q2 		$519K Buy
+45,000
New +$497K 0.01% 299

Other funds holding NAC

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
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Wells Fargo
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AAM
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Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return