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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
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

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

Mather Group's NKX Position: Q2 2026 in Review

Mather Group reduced its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 12% in Q2 2026, selling an estimated $82.9K and leaving 47,458 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #494.

Mather Group first reported a position in NKX in Q1 2026 and has held it in 2 quarters since. The position peaked at $645K in Q1 2026. 84 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

  • Mather Group held 47,458 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $595K as of Q2 2026.
  • Mather Group sold 6,702 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $82.9K.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up 0.01% of Mather Group's portfolio in Q2 2026, its #494 holding.
  • Mather Group first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2026 and has held it in 2 quarters since.
  • Mather Group's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $645K in Q1 2026.
  • 84 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.