Stifel Financial
NAD icon

Stifel Financial’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Stifel Financial’s Portfolio NAD Stock Details NAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.18M Buy
757,076
+26,484
+4% +$313K 0.01% 1069
2026
Q1 		$8.4M Buy
730,592
+35,830
+5% +$431K 0.01% 1042
2025
Q4 		$8.35M Buy
694,762
+106,035
+18% +$1.27M 0.01% 1050
2025
Q3 		$6.88M Buy
588,727
+30,055
+5% +$342K 0.01% 1131
2025
Q2 		$6.31M Sell
558,672
-66,608
-11% -$747K 0.01% 1123
2025
Q1 		$7.2M Buy
625,280
+69,196
+12% +$813K 0.01% 1002
2024
Q4 		$6.48M Buy
556,084
+17,183
+3% +$207K 0.01% 1065
2024
Q3 		$6.67M Buy
538,901
+6,626
+1% +$79.5K 0.01% 1042
2024
Q2 		$6.25M Buy
532,275
+18,624
+4% +$210K 0.01% 1021
2024
Q1 		$5.89M Buy
513,651
+46,092
+10% +$521K 0.01% 1051
2023
Q4 		$5.35M Buy
467,559
+192,895
+70% +$2.04M 0.01% 1067
2023
Q3 		$2.79M Sell
274,664
-19,554
-7% -$213K ﹤0.01% 1374
2023
Q2 		$3.32M Sell
294,218
-3,438
-1% -$38.7K ﹤0.01% 1294
2023
Q1 		$3.43M Buy
297,656
+43,356
+17% +$502K ﹤0.01% 1248
2022
Q4 		$3M Sell
254,300
-35,154
-12% -$395K ﹤0.01% 1255
2022
Q3 		$3.18M Sell
289,454
-27,875
-9% -$348K 0.01% 1182
2022
Q2 		$3.96M Sell
317,329
-3,518
-1% -$44.5K 0.01% 1085
2022
Q1 		$4.29M Sell
320,847
-6,618
-2% -$95K 0.01% 1143
2021
Q4 		$5.28M Buy
327,465
+68,244
+26% +$1.07M 0.01% 1049
2021
Q3 		$4.05M Buy
259,221
+16,171
+7% +$262K 0.01% 1130
2021
Q2 		$3.89M Buy
243,050
+817
+0.3% +$12.7K 0.01% 1153
2021
Q1 		$3.67M Sell
242,233
-3,378
-1% -$51K 0.01% 1135
2020
Q4 		$3.77M Sell
245,611
-3,170
-1% -$46.8K 0.01% 1012
2020
Q3 		$3.61M Sell
248,781
-9,215
-4% -$134K 0.01% 923
2020
Q2 		$3.62M Buy
257,996
+54,450
+27% +$743K 0.01% 871
2020
Q1 		$2.8M Sell
203,546
-73,841
-27% -$1.07M 0.01% 887
2019
Q4 		$4.05M Sell
277,387
-4,427
-2% -$64K 0.01% 972
2019
Q3 		$4.05M Sell
281,814
-1,384
-0.5% -$19.9K 0.01% 924
2019
Q2 		$3.97M Buy
283,198
+67,923
+32% +$928K 0.01% 956
2019
Q1 		$2.92M Buy
215,275
+37,554
+21% +$497K 0.01% 1049
2018
Q4 		$2.24M Sell
177,721
-45,923
-21% -$574K 0.01% 1101
2018
Q3 		$2.86M Buy
223,644
+2,532
+1% +$33.3K 0.01% 1085
2018
Q2 		$2.94M Buy
221,112
+29,220
+15% +$384K 0.01% 1025
2018
Q1 		$2.53M Buy
191,892
+13,848
+8% +$185K 0.01% 1051
2017
Q4 		$2.5M Sell
178,044
-7,662
-4% -$107K 0.01% 1051
2017
Q3 		$2.64M Buy
185,706
+8,666
+5% +$124K 0.01% 1001
2017
Q2 		$2.49M Buy
177,040
+9,120
+5% +$127K 0.01% 1001
2017
Q1 		$2.28M Buy
167,920
+4,209
+3% +$58K 0.01% 1027
2016
Q4 		$2.28M Sell
163,711
-732
-0.4% -$10.2K 0.01% 983
2016
Q3 		$2.49M Buy
164,443
+146,699
+827% +$2.28M 0.01% 906
2016
Q2 		$278K Buy
17,744
+74
+0.4% +$1.14K ﹤0.01% 2079
2016
Q1 		$261K Buy
+17,670
New +$258K ﹤0.01% 1890
2014
Q3 		– Sell
-13,100
Closed -$185K – 2291
2014
Q2 		$185K Sell
13,100
-24,614
-65% -$341K ﹤0.01% 2023
2014
Q1 		$505K Buy
+37,714
New +$504K ﹤0.01% 1437

Other funds holding NAD

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Stifel Financial's NAD Position: Q2 2026 in Review

Stifel Financial increased its Nuveen Quality Municipal Income Fund (NAD) stake by 3.6% in Q2 2026, buying an estimated $313K and bringing the position to 757,076 shares worth $9.18M. The position accounts for 0.01% of the portfolio, ranked #1069.

Stifel Financial first reported a position in NAD in Q1 2014 and has held it in 44 quarters since. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Stifel Financial held 757,076 shares of Nuveen Quality Municipal Income Fund worth $9.18M as of Q2 2026.
  • Stifel Financial bought 26,484 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $313K.
  • Nuveen Quality Municipal Income Fund made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1069 holding.
  • Stifel Financial first reported a position in Nuveen Quality Municipal Income Fund in Q1 2014 and has held it in 44 quarters since.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.