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
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 $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Mariner's NKX Position: Q1 2026 in Review

Mariner increased its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 1.9% in Q1 2026, buying an estimated $36.1K and bringing the position to 155,967 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

Mariner first reported a position in NKX in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.55M in Q4 2022. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

  • Mariner held 155,967 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $1.86M as of Q1 2026.
  • Mariner bought 2,842 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $36.1K.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1557 holding.
  • Mariner first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2022 and has held it in 14 quarters since.
  • Mariner's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $2.55M in Q4 2022.
  • 80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

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