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Perryman Financial Advisory’s Nuveen Municipal Value Fund NUV Stock Holding History

Perryman Financial Advisory’s Portfolio NUV Stock Details NUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$112K Buy
12,124
+129
+1% +$1.18K 0.01% 191
2026
Q1 		$108K Buy
11,995
+85
+0.7% +$776 0.02% 173
2025
Q4 		$108K Buy
+11,910
New +$108K 0.02% 170

Other funds holding NUV

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Perryman Financial Advisory's NUV Position: Q2 2026 in Review

Perryman Financial Advisory increased its Nuveen Municipal Value Fund (NUV) stake by 1.1% in Q2 2026, buying an estimated $1.18K and bringing the position to 12,124 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #191.

Perryman Financial Advisory first reported a position in NUV in Q4 2025 and has held it in 3 quarters since. 234 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

  • Perryman Financial Advisory held 12,124 shares of Nuveen Municipal Value Fund worth $112K as of Q2 2026.
  • Perryman Financial Advisory bought 129 Nuveen Municipal Value Fund shares in Q2 2026, an estimated $1.18K.
  • Nuveen Municipal Value Fund made up 0.01% of Perryman Financial Advisory's portfolio in Q2 2026, its #191 holding.
  • Perryman Financial Advisory first reported a position in Nuveen Municipal Value Fund in Q4 2025 and has held it in 3 quarters since.
  • 234 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.