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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$243K Buy
23,070
+6,120
+36% +$73.5K ﹤0.01% 1270
2026
Q2
$212K Hold
16,950
– – ﹤0.01% 1340
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

Perigon Wealth Management's NKX Position: Q3 2026 in Review

Perigon Wealth Management increased its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 36% in Q3 2026, buying an estimated $73.5K and bringing the position to 23,070 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

Perigon Wealth Management first reported a position in NKX in Q1 2023 and has held it in 15 quarters since. The position peaked at $288K in Q1 2023. 41 funds tracked by Wall St. Rank hold NKX as of Q3 2026.

  • Perigon Wealth Management held 23,070 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $243K as of Q3 2026.
  • Perigon Wealth Management bought 6,120 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q3 2026, an estimated $73.5K.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1270 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 15 quarters since.
  • Perigon Wealth Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $288K in Q1 2023.
  • 41 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.