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Marex Group’s Nuveen California Municipal Value Fund NCA Stock Holding History

Marex Group’s Portfolio NCA Stock Details NCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$110K Buy
+11,793
New +$110K ﹤0.01% 1061

Other funds holding NCA

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $744M AUM 21.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marex Group's NCA Position: Q2 2026 in Review

Marex Group opened a new position in Nuveen California Municipal Value Fund (NCA) in Q2 2026: 11,793 shares worth $110K. The stake represents ﹤0.01% of the portfolio and ranks #1061 among its holdings.

59 funds tracked by Wall St. Rank hold NCA as of Q2 2026.

  • Marex Group held 11,793 shares of Nuveen California Municipal Value Fund worth $110K as of Q2 2026.
  • Nuveen California Municipal Value Fund was a new Marex Group position in Q2 2026.
  • Nuveen California Municipal Value Fund made up ﹤0.01% of Marex Group's portfolio in Q2 2026, its #1061 holding.
  • 59 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q2 2026.

Based on Marex Group's 13F filing for Q2 2026, filed 14 Aug 2026.