Rockefeller Capital Management
NKX icon

Rockefeller Capital Management’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Rockefeller Capital Management’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 		$512 Hold
43
– – ﹤0.01% 4561
2025
Q4 		$535 Hold
43
– – ﹤0.01% 4520
2025
Q3 		$545 Buy
+43
New +$513 ﹤0.01% 4264
2023
Q3 		– Sell
-1,382
Closed -$15.9K – 1716
2023
Q2 		$15.9K Sell
1,382
-25,350
-95% -$288K ﹤0.01% 1801
2023
Q1 		$311K Buy
26,732
+25,393
+1,896% +$306K ﹤0.01% 1560
2022
Q4 		$16K Hold
1,339
– – ﹤0.01% 2881
2022
Q3 		$15K Buy
+1,339
New +$17.8K ﹤0.01% 2902

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AAM
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GC
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Wells Fargo
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HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Rockefeller Capital Management's NKX Position: Q1 2026 in Review

Rockefeller Capital Management held its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) position steady in Q1 2026 at 43 shares worth $512. The position accounts for ﹤0.01% of the portfolio, ranked #4561.

Rockefeller Capital Management first reported a position in NKX in Q3 2022 and has held it in 7 quarters since. The position peaked at $311K in Q1 2023. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

  • Rockefeller Capital Management held 43 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $512 as of Q1 2026.
  • Rockefeller Capital Management left its Nuveen California AMT-Free Quality Municipal Income Fund share count unchanged in Q1 2026.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4561 holding.
  • Rockefeller Capital Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2022 and has held it in 7 quarters since.
  • Rockefeller Capital Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $311K in Q1 2023.
  • 80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.