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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Marex Group's NAC Position: Q1 2026 in Review

Marex Group sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q1 2026, closing a stake of 16,600 shares — an estimated $196K sold.

Marex Group first reported a position in NAC in Q2 2024 and held it in 5 quarters. The position peaked at $857K in Q3 2024. 129 funds tracked by Wall St. Rank hold NAC as of Q1 2026.

Marex Group reported no remaining Nuveen California Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
Marex Group sold 16,600 Nuveen California Quality Municipal Income Fund shares in Q1 2026, an estimated $196K.
Marex Group first reported a position in Nuveen California Quality Municipal Income Fund in Q2 2024 and held it in 5 quarters.
Marex Group's Nuveen California Quality Municipal Income Fund position peaked at $857K in Q3 2024.
129 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2026.

Based on Marex Group's 13F filing for Q1 2026, filed 13 May 2026.