Mather Group
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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
Q3 		$522K Buy
49,582
+2,124
+4% +$25.5K ﹤0.01% 538
2026
Q2 		$595K Sell
47,458
-6,702
-12% -$82.9K 0.01% 494
2026
Q1 		$645K Buy
+54,160
New +$689K 0.01% 435

Other funds holding NKX

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
DKM Wealth Management
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
DWR Wealth Management
DWR Wealth Management San Jose, California $144M AUM 14.85% 1-Year Est. Return
Blue Zone Wealth Advisors
Blue Zone Wealth Advisors Los Angeles, California $636M AUM 19.4% 1-Year Est. Return
Ehrlich Financial Group
Ehrlich Financial Group Laguna Niguel, California $193M AUM 12.8% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Lazari Capital Management
Lazari Capital Management Woodland Hills, California $339M AUM 25.58% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mather Group's NKX Position: Q3 2026 in Review

Mather Group increased its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 4.5% in Q3 2026, buying an estimated $25.5K and bringing the position to 49,582 shares worth $522K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Mather Group first reported a position in NKX in Q1 2026 and has held it in 3 quarters since. The position peaked at $645K in Q1 2026. 15 funds tracked by Wall St. Rank hold NKX as of Q3 2026.

  • Mather Group held 49,582 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $522K as of Q3 2026.
  • Mather Group bought 2,124 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q3 2026, an estimated $25.5K.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #538 holding.
  • Mather Group first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2026 and has held it in 3 quarters since.
  • Mather Group's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $645K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.