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 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 $1.66T AUM 25.57% 1-Year Est. Return

HWAM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $1.13B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

ATS

Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Shufro Rose & Co's NAN Position: Q1 2026 in Review

Shufro Rose & Co held its Nuveen New York Quality Municipal Income Fund (NAN) position steady in Q1 2026 at 27,000 shares worth $301K. 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 31 quarters since. The position peaked at $308K in Q4 2024. 54 funds tracked by Wall St. Rank hold NAN as of Q1 2026.

Shufro Rose & Co held 27,000 shares of Nuveen New York Quality Municipal Income Fund worth $301K as of Q1 2026.
Shufro Rose & Co left its Nuveen New York Quality Municipal Income Fund share count unchanged in Q1 2026.
Nuveen New York Quality Municipal Income Fund made up 0.02% of Shufro Rose & Co's portfolio in Q1 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 31 quarters since.
Shufro Rose & Co's Nuveen New York Quality Municipal Income Fund position peaked at $308K in Q4 2024.
54 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.