Raymond James Financial
NAN icon

Raymond James Financial’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Raymond James Financial’s Portfolio NAN Stock Details NAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$827K Buy
74,194
+4,577
+7% +$52.2K ﹤0.01% 3989
2025
Q4 		$784K Buy
69,617
+2,079
+3% +$23.8K ﹤0.01% 3948
2025
Q3 		$772K Buy
67,538
+205
+0.3% +$2.3K ﹤0.01% 3850
2025
Q2 		$768K Sell
67,333
-1,356
-2% -$15.3K ﹤0.01% 3740
2025
Q1 		$782K Buy
68,689
+223
+0.3% +$2.57K ﹤0.01% 3659
2024
Q4 		$781K Buy
+68,466
New +$790K ﹤0.01% 3620

Other funds holding NAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
IP
Indivisible Partners Clearwater, Florida $1.77B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial's NAN Position: Q1 2026 in Review

Raymond James Financial increased its Nuveen New York Quality Municipal Income Fund (NAN) stake by 6.6% in Q1 2026, buying an estimated $52.2K and bringing the position to 74,194 shares worth $827K. The position accounts for ﹤0.01% of the portfolio, ranked #3989.

Raymond James Financial first reported a position in NAN in Q4 2024 and has held it in 6 quarters since. 54 funds tracked by Wall St. Rank hold NAN as of Q1 2026.

  • Raymond James Financial held 74,194 shares of Nuveen New York Quality Municipal Income Fund worth $827K as of Q1 2026.
  • Raymond James Financial bought 4,577 Nuveen New York Quality Municipal Income Fund shares in Q1 2026, an estimated $52.2K.
  • Nuveen New York Quality Municipal Income Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3989 holding.
  • Raymond James Financial first reported a position in Nuveen New York Quality Municipal Income Fund in Q4 2024 and has held it in 6 quarters since.
  • 54 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.