Mariner
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Mariner’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Mariner’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 		$440K Sell
35,138
-120,829
-77% -$1.5M ﹤0.01% 2541
2026
Q1 		$1.86M Buy
155,967
+2,842
+2% +$36.1K ﹤0.01% 1557
2025
Q4 		$1.9M Sell
153,125
-3,178
-2% -$40.3K ﹤0.01% 1530
2025
Q3 		$1.98M Buy
156,303
+3,488
+2% +$41.6K ﹤0.01% 1442
2025
Q2 		$1.8M Sell
152,815
-18,764
-11% -$224K ﹤0.01% 1407
2025
Q1 		$2.16M Sell
171,579
-3,731
-2% -$47.5K ﹤0.01% 1196
2024
Q4 		$2.22M Sell
175,310
-304
-0.2% -$3.99K ﹤0.01% 1155
2024
Q3 		$2.39M Buy
175,614
+27,111
+18% +$359K ﹤0.01% 1101
2024
Q2 		$1.86M Sell
148,503
-4,513
-3% -$53.8K ﹤0.01% 1149
2024
Q1 		$1.86M Sell
153,016
-17,375
-10% -$201K ﹤0.01% 1148
2023
Q4 		$1.97M Buy
170,391
+5,189
+3% +$56.1K ﹤0.01% 1066
2023
Q3 		$1.7M Sell
165,202
-21,413
-11% -$238K ﹤0.01% 1047
2023
Q2 		$2.15M Sell
186,615
-18,293
-9% -$208K 0.01% 946
2023
Q1 		$2.38M Sell
204,908
-2,250
-1% -$27.1K 0.01% 883
2022
Q4 		$2.55M Buy
+207,158
New +$2.41M 0.01% 826

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
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Mariner's NKX Position: Q2 2026 in Review

Mariner reduced its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 77% in Q2 2026, selling an estimated $1.5M and leaving 35,138 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #2541.

Mariner first reported a position in NKX in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.55M in Q4 2022. 84 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

  • Mariner held 35,138 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $440K as of Q2 2026.
  • Mariner sold 120,829 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $1.5M.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2541 holding.
  • Mariner first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2022 and has held it in 15 quarters since.
  • Mariner's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $2.55M in Q4 2022.
  • 84 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.