Perigon Wealth Management’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Perigon Wealth Management’s Portfolio NKX Stock Details NKX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$202K	Hold	16,950	–	–	﹤0.01%	1222
2025 Q4	$211K	Hold	16,950	–	–	﹤0.01%	1227
2025 Q3	$215K	Hold	16,950	–	–	﹤0.01%	1127
2025 Q2	$200K	Hold	16,950	–	–	﹤0.01%	1011
2025 Q1	$213K	Hold	16,950	–	–	0.01%	943
2024 Q4	$215K	Hold	16,950	–	–	0.01%	947
2024 Q3	$230K	Hold	16,950	–	–	0.01%	882
2024 Q2	$212K	Hold	16,950	–	–	0.01%	796
2024 Q1	$206K	Sell	16,950 -1,315	-7%	-$15.2K	0.01%	805
2023 Q4	$211K	Sell	18,265 -6,488	-26%	-$70.1K	0.01%	774
2023 Q3	$254K	Hold	24,753	–	–	0.01%	649
2023 Q2	$286K	Hold	24,753	–	–	0.01%	624
2023 Q1	$288K	Buy	+24,753	New	+$299K	0.02%	548

Other funds holding NKX

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

HWAM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

DWM

DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return

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

Perigon Wealth Management's NKX Position: Q1 2026 in Review

Perigon Wealth Management held its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) position steady in Q1 2026 at 16,950 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

Perigon Wealth Management first reported a position in NKX in Q1 2023 and has held it in 13 quarters since. The position peaked at $288K in Q1 2023. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

Perigon Wealth Management held 16,950 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $202K as of Q1 2026.
Perigon Wealth Management left its Nuveen California AMT-Free Quality Municipal Income Fund share count unchanged in Q1 2026.
Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1222 holding.
Perigon Wealth Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2023 and has held it in 13 quarters since.
Perigon Wealth Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $288K in Q1 2023.
80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.