Peapack-Gladstone Financial Corp’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio NVG Stock Details NVG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,880	Closed	-$135K	–	698
2025 Q1	$135K	Hold	10,880	–	–	﹤0.01%	656
2024 Q4	$133K	Hold	10,880	–	–	﹤0.01%	668
2024 Q3	$146K	Buy	10,880 +334	+3%	+$4.28K	﹤0.01%	673
2024 Q2	$131K	Hold	10,546	–	–	﹤0.01%	660
2024 Q1	$128K	Sell	10,546 -465	-4%	-$5.53K	﹤0.01%	673
2023 Q4	$130K	Sell	11,011 -986	-8%	-$10.7K	﹤0.01%	671
2023 Q3	$124K	Sell	11,997 -989	-8%	-$11.1K	﹤0.01%	659
2023 Q2	$152K	Hold	12,986	–	–	﹤0.01%	667
2023 Q1	$153K	Sell	12,986 -356	-3%	-$4.28K	﹤0.01%	664
2022 Q4	$162K	Sell	13,342 -5,554	-29%	-$65.2K	﹤0.01%	638
2022 Q3	$220K	Hold	18,896	–	–	﹤0.01%	608
2022 Q2	$248K	Hold	18,896	–	–	0.01%	550
2022 Q1	$279K	Hold	18,896	–	–	0.01%	573
2021 Q4	$339K	Hold	18,896	–	–	0.01%	541
2021 Q3	$324K	Hold	18,896	–	–	0.01%	531
2021 Q2	$338K	Hold	18,896	–	–	0.01%	493
2021 Q1	$319K	Buy	+18,896	New	+$315K	0.01%	477

Other funds holding NVG

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Peapack-Gladstone Financial Corp's NVG Position: Q2 2025 in Review

Peapack-Gladstone Financial Corp sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2025, closing a stake of 10,880 shares — an estimated $135K sold.

Peapack-Gladstone Financial Corp first reported a position in NVG in Q1 2021 and held it in 17 quarters. The position peaked at $339K in Q4 2021. 257 funds tracked by Wall St. Rank hold NVG as of Q2 2025.

Peapack-Gladstone Financial Corp reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2025 after selling out during the quarter.
Peapack-Gladstone Financial Corp sold 10,880 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2025, an estimated $135K.
Peapack-Gladstone Financial Corp first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2021 and held it in 17 quarters.
Peapack-Gladstone Financial Corp's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $339K in Q4 2021.
257 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2025.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2025, filed 14 Aug 2025.