Riverview Trust Company’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Riverview Trust Company’s Portfolio NAC Stock Details NAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$129K	Hold	10,612	–	–	0.15%	76
2026 Q1	$124K	Hold	10,612	–	–	0.15%	78
2025 Q4	$125K	Hold	10,612	–	–	0.15%	80
2025 Q3	$122K	Hold	10,612	–	–	0.15%	82
2025 Q2	$119K	Hold	10,612	–	–	0.15%	82
2025 Q1	$119K	Hold	10,612	–	–	0.12%	139
2024 Q4	$120K	Hold	10,612	–	–	0.11%	140
2024 Q3	$126K	Hold	10,612	–	–	0.11%	140
2024 Q2	$122K	Hold	10,612	–	–	0.12%	130
2024 Q1	$117K	Buy	+10,612	New	+$117K	0.09%	154
2023 Q4	–	Sell	-10,612	Closed	-$102K	–	448
2023 Q3	$102K	Hold	10,612	–	–	0.09%	151
2023 Q2	$116K	Hold	10,612	–	–	0.11%	127
2023 Q1	$117K	Hold	10,612	–	–	0.11%	125
2022 Q4	$117K	Hold	10,612	–	–	0.11%	132
2022 Q3	$116K	Hold	10,612	–	–	0.11%	123
2022 Q2	$131K	Hold	10,612	–	–	0.11%	128
2022 Q1	$139K	Hold	10,612	–	–	0.1%	120
2021 Q4	$166K	Hold	10,612	–	–	0.1%	90
2021 Q3	$167K	Hold	10,612	–	–	0.18%	92
2021 Q2	$168K	Hold	10,612	–	–	0.18%	92
2021 Q1	$158K	Hold	10,612	–	–	0.18%	91
2020 Q4	$161K	Hold	10,612	–	–	0.18%	86
2020 Q3	$155K	Hold	10,612	–	–	0.18%	87
2020 Q2	$151K	Hold	10,612	–	–	0.15%	100
2020 Q1	$145K	Hold	10,612	–	–	0.14%	97
2019 Q4	$158K	Hold	10,612	–	–	0.11%	114
2019 Q3	$159K	Hold	10,612	–	–	0.11%	113
2019 Q2	$154K	Hold	10,612	–	–	0.11%	112
2019 Q1	$146K	Hold	10,612	–	–	0.11%	112
2018 Q4	$135K	Buy	+10,612	New	+$133K	0.11%	108

Other funds holding NAC

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

HWAM

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

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Riverview Trust Company's NAC Position: Q2 2026 in Review

Riverview Trust Company held its Nuveen California Quality Municipal Income Fund (NAC) position steady in Q2 2026 at 10,612 shares worth $129K. The position accounts for 0.15% of the portfolio, ranked #76.

Riverview Trust Company first reported a position in NAC in Q4 2018 and has held it in 30 quarters since. The position peaked at $168K in Q2 2021. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

Riverview Trust Company held 10,612 shares of Nuveen California Quality Municipal Income Fund worth $129K as of Q2 2026.
Riverview Trust Company left its Nuveen California Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen California Quality Municipal Income Fund made up 0.15% of Riverview Trust Company's portfolio in Q2 2026, its #76 holding.
Riverview Trust Company first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2018 and has held it in 30 quarters since.
Riverview Trust Company's Nuveen California Quality Municipal Income Fund position peaked at $168K in Q2 2021.
138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Riverview Trust Company's 13F filing for Q2 2026, filed 3 Aug 2026.