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

Mather Group’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	$645K	Buy	+54,160	New	+$689K	0.01%	435

Other funds holding NKX

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Mather Group's NKX Position: Q1 2026 in Review

Mather Group opened a new position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2026: 54,160 shares worth $645K. The stake represents 0.01% of the portfolio and ranks #435 among its holdings.

80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

Mather Group held 54,160 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $645K as of Q1 2026.
Nuveen California AMT-Free Quality Municipal Income Fund was a new Mather Group position in Q1 2026.
Nuveen California AMT-Free Quality Municipal Income Fund made up 0.01% of Mather Group's portfolio in Q1 2026, its #435 holding.
80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.