PMG Family Office’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

PMG Family Office’s Portfolio NMAI Stock Details NMAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$675K	Buy	47,242 +1,316	+3%	+$18.1K	0.62%	56
2026 Q1	$575K	Buy	45,926 +1,705	+4%	+$22.5K	0.64%	57
2025 Q4	$577K	Sell	44,221 -2,054	-4%	-$26.8K	0.67%	54
2025 Q3	$606K	Buy	+46,275	New	+$587K	0.68%	54

Other funds holding NMAI

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

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

NWA

Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PMG Family Office's NMAI Position: Q2 2026 in Review

PMG Family Office increased its Nuveen Multi-Asset Income Fund (NMAI) stake by 2.9% in Q2 2026, buying an estimated $18.1K and bringing the position to 47,242 shares worth $675K. The position accounts for 0.62% of the portfolio, ranked #56.

PMG Family Office first reported a position in NMAI in Q3 2025 and has held it in 4 quarters since. 76 funds tracked by Wall St. Rank hold NMAI as of Q2 2026.

PMG Family Office held 47,242 shares of Nuveen Multi-Asset Income Fund worth $675K as of Q2 2026.
PMG Family Office bought 1,316 Nuveen Multi-Asset Income Fund shares in Q2 2026, an estimated $18.1K.
Nuveen Multi-Asset Income Fund made up 0.62% of PMG Family Office's portfolio in Q2 2026, its #56 holding.
PMG Family Office first reported a position in Nuveen Multi-Asset Income Fund in Q3 2025 and has held it in 4 quarters since.
76 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q2 2026.

Based on PMG Family Office's 13F filing for Q2 2026, filed 16 Jul 2026.