Shufro Rose & Co’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Shufro Rose & Co’s Portfolio NAN Stock Details NAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$317K	Hold	27,000	–	–	0.02%	234
2026 Q1	$301K	Hold	27,000	–	–	0.02%	234
2025 Q4	$304K	Hold	27,000	–	–	0.02%	229
2025 Q3	$307K	Hold	27,000	–	–	0.03%	236
2025 Q2	$307K	Hold	27,000	–	–	0.02%	232
2025 Q1	$307K	Hold	27,000	–	–	0.02%	235
2024 Q4	$308K	Hold	27,000	–	–	0.02%	227
2024 Q3	$304K	Hold	27,000	–	–	0.02%	235
2024 Q2	$304K	Hold	27,000	–	–	0.02%	235
2024 Q1	$296K	Buy	27,000 +10,000	+59%	+$110K	0.02%	234
2023 Q4	$164K	Hold	17,000	–	–	0.02%	280
2023 Q3	$164K	Buy	17,000 +6,500	+62%	+$67.6K	0.02%	280
2023 Q2	$113K	Hold	10,500	–	–	0.01%	294
2023 Q1	$116K	Hold	10,500	–	–	0.01%	290
2022 Q4	$112K	Sell	10,500 -6,000	-36%	-$62.3K	0.01%	305
2022 Q3	$173K	Buy	16,500 +3,500	+27%	+$40.3K	0.02%	283
2022 Q2	$152K	Hold	13,000	–	–	0.01%	280
2022 Q1	$163K	Hold	13,000	–	–	0.01%	292
2021 Q4	$192K	Hold	13,000	–	–	0.01%	279
2021 Q3	$191K	Hold	13,000	–	–	0.02%	268
2021 Q2	$196K	Hold	13,000	–	–	0.01%	264
2021 Q1	$185K	Hold	13,000	–	–	0.01%	262
2020 Q4	$184K	Hold	13,000	–	–	0.02%	250
2020 Q3	$178K	Hold	13,000	–	–	0.02%	247
2020 Q2	$175K	Hold	13,000	–	–	0.02%	247
2020 Q1	$171K	Hold	13,000	–	–	0.02%	252
2019 Q4	$185K	Hold	13,000	–	–	0.02%	280
2019 Q3	$185K	Hold	13,000	–	–	0.02%	278
2019 Q2	$180K	Hold	13,000	–	–	0.02%	272
2019 Q1	$174K	Hold	13,000	–	–	0.02%	265
2018 Q4	$159K	Hold	13,000	–	–	0.02%	258
2018 Q3	$160K	Buy	+13,000	New	+$162K	0.01%	269

Other funds holding NAN

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

HWAM

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

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

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $1.77B AUM

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

ATS

Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Shufro Rose & Co's NAN Position: Q2 2026 in Review

Shufro Rose & Co held its Nuveen New York Quality Municipal Income Fund (NAN) position steady in Q2 2026 at 27,000 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #234.

Shufro Rose & Co first reported a position in NAN in Q3 2018 and has held it in 32 quarters since. 58 funds tracked by Wall St. Rank hold NAN as of Q2 2026.

Shufro Rose & Co held 27,000 shares of Nuveen New York Quality Municipal Income Fund worth $317K as of Q2 2026.
Shufro Rose & Co left its Nuveen New York Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen New York Quality Municipal Income Fund made up 0.02% of Shufro Rose & Co's portfolio in Q2 2026, its #234 holding.
Shufro Rose & Co first reported a position in Nuveen New York Quality Municipal Income Fund in Q3 2018 and has held it in 32 quarters since.
58 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.