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Stephens Inc’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Stephens Inc’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
2025
Q4 		– Sell
-14,226
Closed -$163K – 1357
2025
Q3 		$163K Hold
14,226
– – ﹤0.01% 1236
2025
Q2 		$162K Hold
14,226
– – ﹤0.01% 1191
2025
Q1 		$162K Hold
14,226
– – ﹤0.01% 1157
2024
Q4 		$162K Buy
+14,226
New +$164K ﹤0.01% 1183

Other funds holding NAN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IP
Indivisible Partners Clearwater, Florida $1.77B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stephens Inc's NAN Position: Q4 2025 in Review

Stephens Inc sold out of Nuveen New York Quality Municipal Income Fund (NAN) in Q4 2025, closing a stake of 14,226 shares — an estimated $163K sold.

Stephens Inc first reported a position in NAN in Q4 2024 and held it in 4 quarters. The position peaked at $163K in Q3 2025. 56 funds tracked by Wall St. Rank hold NAN as of Q4 2025.

  • Stephens Inc reported no remaining Nuveen New York Quality Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
  • Stephens Inc sold 14,226 Nuveen New York Quality Municipal Income Fund shares in Q4 2025, an estimated $163K.
  • Stephens Inc first reported a position in Nuveen New York Quality Municipal Income Fund in Q4 2024 and held it in 4 quarters.
  • Stephens Inc's Nuveen New York Quality Municipal Income Fund position peaked at $163K in Q3 2025.
  • 56 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q4 2025.

Based on Stephens Inc's 13F filing for Q4 2025, filed 5 Feb 2026.