&Partners’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

&Partners’s Portfolio NPCT Stock Details NPCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$102K	Hold	10,068	–	–	﹤0.01%	2460
2026 Q1	$103K	Hold	10,068	–	–	﹤0.01%	2337
2025 Q4	$102K	Hold	10,068	–	–	﹤0.01%	2210
2025 Q3	$111K	Sell	10,068 -7	-0.1%	-$77	﹤0.01%	2044
2025 Q2	$113K	Buy	10,075 +7	+0.1%	+$73	﹤0.01%	1920
2025 Q1	$108K	Hold	10,068	–	–	﹤0.01%	1709
2024 Q4	$107K	Sell	10,068 -5,000	-33%	-$56.2K	﹤0.01%	1609
2024 Q3	$179K	Hold	15,068	–	–	﹤0.01%	1321
2024 Q2	$164K	Hold	15,068	–	–	0.01%	862
2024 Q1	$156K	Hold	15,068	–	–	0.02%	466
2023 Q4	$153K	Buy	+15,068	New	+$143K	0.04%	282

Other funds holding NPCT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

&Partners's NPCT Position: Q2 2026 in Review

&Partners held its Nuveen Core Plus Impact Fund (NPCT) position steady in Q2 2026 at 10,068 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #2460.

&Partners first reported a position in NPCT in Q4 2023 and has held it in 11 quarters since. The position peaked at $179K in Q3 2024. 47 funds tracked by Wall St. Rank hold NPCT as of Q2 2026.

&Partners held 10,068 shares of Nuveen Core Plus Impact Fund worth $102K as of Q2 2026.
&Partners left its Nuveen Core Plus Impact Fund share count unchanged in Q2 2026.
Nuveen Core Plus Impact Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2460 holding.
&Partners first reported a position in Nuveen Core Plus Impact Fund in Q4 2023 and has held it in 11 quarters since.
&Partners's Nuveen Core Plus Impact Fund position peaked at $179K in Q3 2024.
47 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.