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Seamount Financial Group’s Nuveen Municipal Value Fund NUV Stock Holding History

Seamount Financial Group’s Portfolio NUV Stock Details NUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$722K Buy
78,295
+7,513
+11% +$68.6K 0.29% 75
2026
Q1 		$636K Sell
70,782
-4,735
-6% -$43.2K 0.29% 74
2025
Q4 		$684K Buy
75,517
+4,427
+6% +$40K 0.31% 72
2025
Q3 		$638K Buy
71,090
+8,291
+13% +$72.2K 0.3% 73
2025
Q2 		$546K Buy
62,799
+2,837
+5% +$24.4K 0.28% 79
2025
Q1 		$526K Buy
59,962
+11,960
+25% +$105K 0.36% 67
2024
Q4 		$412K Buy
48,002
+2,300
+5% +$20.4K 0.28% 71
2024
Q3 		$412K Sell
45,702
-3,500
-7% -$30.9K 0.31% 69
2024
Q2 		$425K Hold
49,202
– – 0.35% 65
2024
Q1 		$429K Sell
49,202
-2,125
-4% -$18.5K 0.38% 62
2023
Q4 		$441K Buy
+51,327
New +$427K 0.42% 57

Other funds holding NUV

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
CA
Cresta Advisors Laredo, Texas $279M AUM 20.45% 1-Year Est. Return
CNBTD
Citizens National Bank Trust Department Meridian, Mississippi $680M AUM 46.36% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

Seamount Financial Group's NUV Position: Q2 2026 in Review

Seamount Financial Group increased its Nuveen Municipal Value Fund (NUV) stake by 11% in Q2 2026, buying an estimated $68.6K and bringing the position to 78,295 shares worth $722K. The position accounts for 0.29% of the portfolio, ranked #75.

Seamount Financial Group first reported a position in NUV in Q4 2023 and has held it in 11 quarters since. 68 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

  • Seamount Financial Group held 78,295 shares of Nuveen Municipal Value Fund worth $722K as of Q2 2026.
  • Seamount Financial Group bought 7,513 Nuveen Municipal Value Fund shares in Q2 2026, an estimated $68.6K.
  • Nuveen Municipal Value Fund made up 0.29% of Seamount Financial Group's portfolio in Q2 2026, its #75 holding.
  • Seamount Financial Group first reported a position in Nuveen Municipal Value Fund in Q4 2023 and has held it in 11 quarters since.
  • 68 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.