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Newbridge Financial Services Group’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Newbridge Financial Services Group’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
2025
Q4 		– Sell
-2,000
Closed -$23K – 1347
2025
Q3 		$23K Hold
2,000
– – ﹤0.01% 707
2025
Q2 		$22.3K Buy
+2,000
New +$21.8K ﹤0.01% 694

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Advisors Asset Management
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Rockefeller Capital Management
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Newbridge Financial Services Group's NAC Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q4 2025, closing a stake of 2,000 shares — an estimated $23K sold.

Newbridge Financial Services Group first reported a position in NAC in Q2 2025 and held it in 2 quarters. The position peaked at $23K in Q3 2025. 125 funds tracked by Wall St. Rank hold NAC as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Nuveen California Quality Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 2,000 Nuveen California Quality Municipal Income Fund shares in Q4 2025, an estimated $23K.
  • Newbridge Financial Services Group first reported a position in Nuveen California Quality Municipal Income Fund in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's Nuveen California Quality Municipal Income Fund position peaked at $23K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.