Shaker Financial Services’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

Shaker Financial Services’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 Q2	–	Sell	-200,442	Closed	-$2.07M	–	164
2026 Q1	$2.07M	Sell	200,442 -84,420	-30%	-$870K	0.72%	47
2025 Q4	$2.9M	Buy	284,862 +141,410	+99%	+$1.49M	0.92%	35
2025 Q3	$1.6M	Buy	+143,452	New	+$1.57M	0.55%	65
2025 Q2	–	Sell	-307,381	Closed	-$3.31M	–	170
2025 Q1	$3.31M	Buy	307,381 +126,681	+70%	+$1.36M	1.29%	20
2024 Q4	$1.9M	Buy	180,700 +81,567	+82%	+$917K	0.73%	42
2024 Q3	$1.19M	Buy	+99,133	New	+$1.13M	0.45%	67
2024 Q2	–	Sell	-98,884	Closed	-$1.03M	–	176
2024 Q1	$1.03M	Buy	98,884 +68,108	+221%	+$703K	0.4%	80
2023 Q4	$310K	Sell	30,776 -21,749	-41%	-$206K	0.13%	130
2023 Q3	$485K	Buy	52,525 +38,323	+270%	+$375K	0.23%	104
2023 Q2	$143K	Sell	14,202 -24,955	-64%	-$252K	0.06%	152
2023 Q1	$403K	Buy	+39,157	New	+$426K	0.18%	121
2022 Q2	–	Sell	-29,412	Closed	-$442K	–	152
2022 Q1	$442K	Buy	29,412 +2,109	+8%	+$33.7K	0.17%	118
2021 Q4	$500K	Buy	+27,303	New	+$503K	0.18%	114

Other funds holding NPCT

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

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

FHA

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

Shaker Financial Services's NPCT Position: Q2 2026 in Review

Shaker Financial Services sold out of Nuveen Core Plus Impact Fund (NPCT) in Q2 2026, closing a stake of 200,442 shares — an estimated $2.07M sold.

Shaker Financial Services first reported a position in NPCT in Q4 2021 and held it in 13 quarters. The position peaked at $3.31M in Q1 2025. 48 funds tracked by Wall St. Rank hold NPCT as of Q2 2026.

Shaker Financial Services reported no remaining Nuveen Core Plus Impact Fund position as of Q2 2026 after selling out during the quarter.
Shaker Financial Services sold 200,442 Nuveen Core Plus Impact Fund shares in Q2 2026, an estimated $2.07M.
Shaker Financial Services first reported a position in Nuveen Core Plus Impact Fund in Q4 2021 and held it in 13 quarters.
Shaker Financial Services's Nuveen Core Plus Impact Fund position peaked at $3.31M in Q1 2025.
48 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.