Steward Partners Investment Advisory’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Steward Partners Investment Advisory’s Portfolio NMAI Stock Details NMAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$38K	Hold	2,684	–	–	﹤0.01%	3100
2026 Q1	$33.3K	Buy	2,684 +169	+7%	+$2.23K	﹤0.01%	2993
2025 Q4	$32.8K	Sell	2,515 -200	-7%	-$2.61K	﹤0.01%	2901
2025 Q3	$35.2K	Buy	2,715 +2,056	+312%	+$26.1K	﹤0.01%	2782
2025 Q2	$8.32K	Hold	659	–	–	﹤0.01%	3293
2025 Q1	$7.92K	Hold	659	–	–	﹤0.01%	3198
2024 Q4	$7.93K	Hold	659	–	–	﹤0.01%	3192
2024 Q3	$8.71K	Hold	659	–	–	﹤0.01%	2996
2024 Q2	$8.14K	Hold	659	–	–	﹤0.01%	2896
2024 Q1	$8.2K	Hold	659	–	–	﹤0.01%	2885
2023 Q4	$8.11K	Hold	659	–	–	﹤0.01%	2788
2023 Q3	$7.33K	Sell	659 -6,322	-91%	-$74K	﹤0.01%	2692
2023 Q2	$81.4K	Hold	6,981	–	–	﹤0.01%	1682
2023 Q1	$80.6K	Hold	6,981	–	–	﹤0.01%	1668
2022 Q4	$80.2K	Hold	6,981	–	–	﹤0.01%	1636
2022 Q3	$80K	Hold	6,981	–	–	﹤0.01%	1582
2022 Q2	$92K	Hold	6,981	–	–	﹤0.01%	1531
2022 Q1	$113K	Hold	6,981	–	–	﹤0.01%	1558
2021 Q4	$130K	Buy	+6,981	New	+$127K	﹤0.01%	1478

Other funds holding NMAI

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

NWA

Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Steward Partners Investment Advisory's NMAI Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Nuveen Multi-Asset Income Fund (NMAI) position steady in Q2 2026 at 2,684 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #3100.

Steward Partners Investment Advisory first reported a position in NMAI in Q4 2021 and has held it in 19 quarters since. The position peaked at $130K in Q4 2021. 76 funds tracked by Wall St. Rank hold NMAI as of Q2 2026.

Steward Partners Investment Advisory held 2,684 shares of Nuveen Multi-Asset Income Fund worth $38K as of Q2 2026.
Steward Partners Investment Advisory left its Nuveen Multi-Asset Income Fund share count unchanged in Q2 2026.
Nuveen Multi-Asset Income Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3100 holding.
Steward Partners Investment Advisory first reported a position in Nuveen Multi-Asset Income Fund in Q4 2021 and has held it in 19 quarters since.
Steward Partners Investment Advisory's Nuveen Multi-Asset Income Fund position peaked at $130K in Q4 2021.
76 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.