ORG Partners’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

ORG Partners’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	$522K	Buy	+44,224	New	+$523K	0.09%	195

Other funds holding NAC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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 New York $56.4B AUM 24.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

ORG Partners's NAC Position: Q4 2025 in Review

ORG Partners opened a new position in Nuveen California Quality Municipal Income Fund (NAC) in Q4 2025: 44,224 shares worth $522K. The stake represents 0.09% of the portfolio and ranks #195 among its holdings.

125 funds tracked by Wall St. Rank hold NAC as of Q4 2025.

ORG Partners held 44,224 shares of Nuveen California Quality Municipal Income Fund worth $522K as of Q4 2025.
Nuveen California Quality Municipal Income Fund was a new ORG Partners position in Q4 2025.
Nuveen California Quality Municipal Income Fund made up 0.09% of ORG Partners's portfolio in Q4 2025, its #195 holding.
125 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.