South Plains Financial’s Nuveen Municipal Income NMI Stock Holding History

South Plains Financial’s Portfolio NMI Stock Details NMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,845	Closed	-$38.1K	–	255
2025 Q3	$38.1K	Hold	3,845	–	–	0.02%	170
2025 Q2	$38.6K	Hold	3,845	–	–	0.03%	164
2025 Q1	$37.8K	Hold	3,845	–	–	0.03%	165
2024 Q4	$36.2K	Buy	+3,845	New	+$37.2K	0.03%	175

Other funds holding NMI

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

South Plains Financial's NMI Position: Q4 2025 in Review

South Plains Financial sold out of Nuveen Municipal Income (NMI) in Q4 2025, closing a stake of 3,845 shares — an estimated $38.1K sold.

South Plains Financial first reported a position in NMI in Q4 2024 and held it in 4 quarters. The position peaked at $38.6K in Q2 2025. 29 funds tracked by Wall St. Rank hold NMI as of Q4 2025.

South Plains Financial reported no remaining Nuveen Municipal Income position as of Q4 2025 after selling out during the quarter.
South Plains Financial sold 3,845 Nuveen Municipal Income shares in Q4 2025, an estimated $38.1K.
South Plains Financial first reported a position in Nuveen Municipal Income in Q4 2024 and held it in 4 quarters.
South Plains Financial's Nuveen Municipal Income position peaked at $38.6K in Q2 2025.
29 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q4 2025.

Based on South Plains Financial's 13F filing for Q4 2025, filed 13 Feb 2026.