MFG
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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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
MHIP
Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 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. 11 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.
  • 11 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.