Mercer Global Advisors
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Mercer Global Advisors’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Mercer Global Advisors’s Portfolio NAC Stock Details NAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$309K Buy
+26,489
New +$314K ﹤0.01% 2396
2025
Q4 		– Sell
-55,700
Closed -$641K – 2933
2025
Q3 		$641K Buy
+55,700
New +$625K ﹤0.01% 1607
2022
Q4 		– Sell
-19,346
Closed -$212K – 1969
2022
Q3 		$212K Buy
19,346
+904
+5% +$11K ﹤0.01% 1602
2022
Q2 		$227K Sell
18,442
-10,653
-37% -$130K ﹤0.01% 1569
2022
Q1 		$382K Buy
29,095
+1,812
+7% +$25.4K ﹤0.01% 1381
2021
Q4 		$427K Buy
27,283
+9,845
+56% +$152K ﹤0.01% 1287
2021
Q3 		$274K Buy
17,438
+1,406
+9% +$22.4K ﹤0.01% 1470
2021
Q2 		$254K Hold
16,032
– – ﹤0.01% 1455
2021
Q1 		$238K Sell
16,032
-60
-0.4% -$893 ﹤0.01% 1410
2020
Q4 		$244K Hold
16,092
– – ﹤0.01% 1155
2020
Q3 		$234K Buy
16,092
+1,932
+14% +$28.3K ﹤0.01% 1056
2020
Q2 		$202K Sell
14,160
-11
-0.1% -$153 ﹤0.01% 1006
2020
Q1 		$194K Sell
14,171
-3,617
-20% -$53.2K ﹤0.01% 946
2019
Q4 		$265K Sell
17,788
-1,091
-6% -$16.2K 0.01% 964
2019
Q3 		$282K Sell
18,879
-2,454
-12% -$36.5K 0.01% 909
2019
Q2 		$309K Buy
21,333
+3,354
+19% +$47.2K 0.01% 863
2019
Q1 		$248K Buy
+17,979
New +$239K 0.01% 902

Other funds holding NAC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Mercer Global Advisors's NAC Position: Q1 2026 in Review

Mercer Global Advisors opened a new position in Nuveen California Quality Municipal Income Fund (NAC) in Q1 2026: 26,489 shares worth $309K. The stake represents ﹤0.01% of the portfolio and ranks #2396 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in NAC as recently as Q3 2025.

Mercer Global Advisors first reported a position in NAC in Q1 2019 and has held it in 17 quarters since. The position peaked at $641K in Q3 2025. 129 funds tracked by Wall St. Rank hold NAC as of Q1 2026.

  • Mercer Global Advisors held 26,489 shares of Nuveen California Quality Municipal Income Fund worth $309K as of Q1 2026.
  • Nuveen California Quality Municipal Income Fund was a new Mercer Global Advisors position in Q1 2026.
  • Nuveen California Quality Municipal Income Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2396 holding.
  • Mercer Global Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q1 2019 and has held it in 17 quarters since.
  • Mercer Global Advisors's Nuveen California Quality Municipal Income Fund position peaked at $641K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.