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Sonora Investment Management Group’s Nuveen Municipal Value Fund NUV Stock Holding History

Sonora Investment Management 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
2025
Q3 		– Sell
-15,120
Closed -$131K – 318
2025
Q2 		$131K Hold
15,120
– – 0.01% 286
2025
Q1 		$133K Hold
15,120
– – 0.01% 285
2024
Q4 		$130K Hold
15,120
– – 0.01% 281
2024
Q3 		$136K Hold
15,120
– – 0.01% 274
2024
Q2 		$132K Hold
15,120
– – 0.01% 269
2024
Q1 		$132K Hold
15,120
– – 0.01% 270
2023
Q4 		$130K Buy
+15,120
New +$126K 0.01% 260

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RCM
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Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sonora Investment Management Group's NUV Position: Q3 2025 in Review

Sonora Investment Management Group sold out of Nuveen Municipal Value Fund (NUV) in Q3 2025, closing a stake of 15,120 shares — an estimated $131K sold.

Sonora Investment Management Group first reported a position in NUV in Q4 2023 and held it in 7 quarters. The position peaked at $136K in Q3 2024. 229 funds tracked by Wall St. Rank hold NUV as of Q3 2025.

  • Sonora Investment Management Group reported no remaining Nuveen Municipal Value Fund position as of Q3 2025 after selling out during the quarter.
  • Sonora Investment Management Group sold 15,120 Nuveen Municipal Value Fund shares in Q3 2025, an estimated $131K.
  • Sonora Investment Management Group first reported a position in Nuveen Municipal Value Fund in Q4 2023 and held it in 7 quarters.
  • Sonora Investment Management Group's Nuveen Municipal Value Fund position peaked at $136K in Q3 2024.
  • 229 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.