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Merit Financial Group’s Nuveen New York AMT-Free Quality Municipal Income Fund NRK Stock Holding History

Merit Financial Group’s Portfolio NRK Stock Details NRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$153K Sell
14,287
-1,092
-7% -$11.5K ﹤0.01% 2168
2026
Q1 		$157K Buy
15,379
+3,213
+26% +$33K ﹤0.01% 1976
2025
Q4 		$123K Buy
+12,166
New +$123K ﹤0.01% 1878

Other funds holding NRK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Merit Financial Group's NRK Position: Q2 2026 in Review

Merit Financial Group reduced its Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) stake by 7.1% in Q2 2026, selling an estimated $11.5K and leaving 14,287 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #2168.

Merit Financial Group first reported a position in NRK in Q4 2025 and has held it in 3 quarters since. The position peaked at $157K in Q1 2026. 110 funds tracked by Wall St. Rank hold NRK as of Q2 2026.

  • Merit Financial Group held 14,287 shares of Nuveen New York AMT-Free Quality Municipal Income Fund worth $153K as of Q2 2026.
  • Merit Financial Group sold 1,092 Nuveen New York AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $11.5K.
  • Nuveen New York AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2168 holding.
  • Merit Financial Group first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Merit Financial Group's Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $157K in Q1 2026.
  • 110 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.