Raymond James Financial
NBB icon

Raymond James Financial’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Raymond James Financial’s Portfolio NBB Stock Details NBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.3M Buy
1,295,417
+76,557
+6% +$1.22M 0.01% 1461
2025
Q4 		$19.3M Buy
1,218,860
+17,179
+1% +$278K 0.01% 1471
2025
Q3 		$19.5M Buy
1,201,681
+162,971
+16% +$2.59M 0.01% 1429
2025
Q2 		$16.4M Buy
1,038,710
+39,505
+4% +$610K 0.01% 1514
2025
Q1 		$16M Buy
999,205
+154,136
+18% +$2.44M 0.01% 1484
2024
Q4 		$12.7M Buy
+845,069
New +$13.5M ﹤0.01% 1659

Other funds holding NBB

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial increased its Nuveen Taxable Municipal Income Fund (NBB) stake by 6.3% in Q1 2026, buying an estimated $1.22M and bringing the position to 1,295,417 shares worth $20.3M. The position accounts for 0.01% of the portfolio, ranked #1461.

Raymond James Financial first reported a position in NBB in Q4 2024 and has held it in 6 quarters since. 78 funds tracked by Wall St. Rank hold NBB as of Q1 2026.

  • Raymond James Financial held 1,295,417 shares of Nuveen Taxable Municipal Income Fund worth $20.3M as of Q1 2026.
  • Raymond James Financial bought 76,557 Nuveen Taxable Municipal Income Fund shares in Q1 2026, an estimated $1.22M.
  • Nuveen Taxable Municipal Income Fund made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1461 holding.
  • Raymond James Financial first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2024 and has held it in 6 quarters since.
  • 78 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q1 2026.

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