Pinnacle Bancorp’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Pinnacle Bancorp’s Portfolio NEA Stock Details NEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25K	Sell	2,130 -1,525	-42%	-$17.5K	0.01%	592
2026 Q1	$41K	Buy	+3,655	New	+$42.5K	0.01%	482
2025 Q4	–	Sell	-3,500	Closed	-$39.9K	–	907
2025 Q3	$39.9K	Hold	3,500	–	–	0.01%	477
2025 Q2	$38.2K	Hold	3,500	–	–	0.01%	478
2025 Q1	$39.2K	Hold	3,500	–	–	0.01%	466
2024 Q4	$39.5K	Buy	3,500 +500	+17%	+$5.82K	0.01%	468
2024 Q3	$35.9K	Hold	3,000	–	–	0.01%	474
2024 Q2	$34.4K	Hold	3,000	–	–	0.01%	462
2024 Q1	$33.2K	Hold	3,000	–	–	0.01%	472
2023 Q4	$33K	Hold	3,000	–	–	0.01%	456
2023 Q3	$29K	Hold	3,000	–	–	0.01%	457
2023 Q2	$32.8K	Hold	3,000	–	–	0.01%	436
2023 Q1	$33.4K	Buy	+3,000	New	+$33.5K	0.01%	421

Other funds holding NEA

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWAM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

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

Pinnacle Bancorp's NEA Position: Q2 2026 in Review

Pinnacle Bancorp reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 42% in Q2 2026, selling an estimated $17.5K and leaving 2,130 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #592.

Pinnacle Bancorp first reported a position in NEA in Q1 2023 and has held it in 13 quarters since. The position peaked at $41K in Q1 2026. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Pinnacle Bancorp held 2,130 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $25K as of Q2 2026.
Pinnacle Bancorp sold 1,525 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $17.5K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of Pinnacle Bancorp's portfolio in Q2 2026, its #592 holding.
Pinnacle Bancorp first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2023 and has held it in 13 quarters since.
Pinnacle Bancorp's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $41K in Q1 2026.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.