Raymond James Financial’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$240K	Buy	23,535 +2,044	+10%	+$21.1K	﹤0.01%	4788
2025 Q4	$219K	Sell	21,491 -1,086	-5%	-$11.5K	﹤0.01%	4746
2025 Q3	$249K	Sell	22,577 -5,720	-20%	-$62.7K	﹤0.01%	4512
2025 Q2	$317K	Buy	28,297 +885	+3%	+$9.23K	﹤0.01%	4261
2025 Q1	$293K	Buy	27,412 +3,127	+13%	+$33.6K	﹤0.01%	4232
2024 Q4	$255K	Buy	+24,285	New	+$273K	﹤0.01%	4276

Other funds holding NPCT

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

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

Raymond James Financial increased its Nuveen Core Plus Impact Fund (NPCT) stake by 9.5% in Q1 2026, buying an estimated $21.1K and bringing the position to 23,535 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #4788.

Raymond James Financial first reported a position in NPCT in Q4 2024 and has held it in 6 quarters since. The position peaked at $317K in Q2 2025. 46 funds tracked by Wall St. Rank hold NPCT as of Q1 2026.

Raymond James Financial held 23,535 shares of Nuveen Core Plus Impact Fund worth $240K as of Q1 2026.
Raymond James Financial bought 2,044 Nuveen Core Plus Impact Fund shares in Q1 2026, an estimated $21.1K.
Nuveen Core Plus Impact Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4788 holding.
Raymond James Financial first reported a position in Nuveen Core Plus Impact Fund in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Nuveen Core Plus Impact Fund position peaked at $317K in Q2 2025.
46 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q1 2026.

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