Raymond James Financial’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Raymond James Financial’s Portfolio NKX Stock Details NKX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.22M	Buy	102,235 +8,853	+9%	+$113K	﹤0.01%	3724
2025 Q4	$1.16M	Buy	93,382 +8,143	+10%	+$103K	﹤0.01%	3684
2025 Q3	$1.08M	Buy	85,239 +1,398	+2%	+$16.7K	﹤0.01%	3626
2025 Q2	$987K	Buy	83,841 +15,693	+23%	+$187K	﹤0.01%	3596
2025 Q1	$858K	Sell	68,148 -21,891	-24%	-$279K	﹤0.01%	3601
2024 Q4	$1.14M	Buy	+90,039	New	+$1.18M	﹤0.01%	3365

Other funds holding NKX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWAM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Raymond James Financial increased its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 9.5% in Q1 2026, buying an estimated $113K and bringing the position to 102,235 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #3724.

Raymond James Financial first reported a position in NKX in Q4 2024 and has held it in 6 quarters since. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

Raymond James Financial held 102,235 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $1.22M as of Q1 2026.
Raymond James Financial bought 8,853 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $113K.
Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3724 holding.
Raymond James Financial first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2024 and has held it in 6 quarters since.
80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

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