Plancorp LLC’s Nuveen California Municipal Value Fund NCA Stock Holding History

Plancorp LLC’s Portfolio NCA Stock Details NCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$95.2K	Buy	+11,200	New	+$101K	﹤0.01%	453

Other funds holding NCA

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Sterling Group Wealth Management Pasadena, California $257M AUM 15.55% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Plancorp LLC's NCA Position: Q3 2026 in Review

Plancorp LLC opened a new position in Nuveen California Municipal Value Fund (NCA) in Q3 2026: 11,200 shares worth $95.2K. The stake represents ﹤0.01% of the portfolio and ranks #453 among its holdings.

20 funds tracked by Wall St. Rank hold NCA as of Q3 2026.

Plancorp LLC held 11,200 shares of Nuveen California Municipal Value Fund worth $95.2K as of Q3 2026.
Nuveen California Municipal Value Fund was a new Plancorp LLC position in Q3 2026.
Nuveen California Municipal Value Fund made up ﹤0.01% of Plancorp LLC's portfolio in Q3 2026, its #453 holding.
20 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q3 2026.

Based on Plancorp LLC's 13F filing for Q3 2026, filed 3 Nov 2026.