Stifel Financial’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Stifel Financial’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
2026 Q1	$134K	Hold	11,987	–	–	﹤0.01%	3509
2025 Q4	$135K	Sell	11,987 -1,000	-8%	-$11.5K	﹤0.01%	3450
2025 Q3	$148K	Hold	12,987	–	–	﹤0.01%	3397
2025 Q2	$148K	Sell	12,987 -250	-2%	-$2.81K	﹤0.01%	3309
2025 Q1	$151K	Hold	13,237	–	–	﹤0.01%	3237
2024 Q4	$151K	Buy	13,237 +775	+6%	+$8.95K	﹤0.01%	3203
2024 Q3	$147K	Buy	12,462 +1,975	+19%	+$22.7K	﹤0.01%	3191
2024 Q2	$118K	Buy	+10,487	New	+$114K	﹤0.01%	3191
2023 Q4	–	Sell	-11,867	Closed	-$115K	–	3391
2023 Q3	$115K	Sell	11,867 -2,325	-16%	-$24.2K	﹤0.01%	3091
2023 Q2	$153K	Buy	14,192 +1,117	+9%	+$12.1K	﹤0.01%	3101
2023 Q1	$144K	Sell	13,075 -700	-5%	-$7.67K	﹤0.01%	3115
2022 Q4	$147K	Buy	+13,775	New	+$143K	﹤0.01%	3058
2022 Q3	–	Sell	-11,648	Closed	-$137K	–	3352
2022 Q2	$137K	Sell	11,648 -6,775	-37%	-$79.2K	﹤0.01%	3102
2022 Q1	$232K	Sell	18,423 -11,964	-39%	-$158K	﹤0.01%	3033
2021 Q4	$449K	Buy	+30,387	New	+$442K	﹤0.01%	2649
2021 Q1	–	Sell	-10,482	Closed	-$148K	–	3261
2020 Q4	$148K	Hold	10,482	–	–	﹤0.01%	2883
2020 Q3	$143K	Buy	+10,482	New	+$145K	﹤0.01%	2691

Other funds holding NAN

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $1.13B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

ATS

Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial's NAN Position: Q1 2026 in Review

Stifel Financial held its Nuveen New York Quality Municipal Income Fund (NAN) position steady in Q1 2026 at 11,987 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #3509.

Stifel Financial first reported a position in NAN in Q3 2020 and has held it in 17 quarters since. The position peaked at $449K in Q4 2021. 54 funds tracked by Wall St. Rank hold NAN as of Q1 2026.

Stifel Financial held 11,987 shares of Nuveen New York Quality Municipal Income Fund worth $134K as of Q1 2026.
Stifel Financial left its Nuveen New York Quality Municipal Income Fund share count unchanged in Q1 2026.
Nuveen New York Quality Municipal Income Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3509 holding.
Stifel Financial first reported a position in Nuveen New York Quality Municipal Income Fund in Q3 2020 and has held it in 17 quarters since.
Stifel Financial's Nuveen New York Quality Municipal Income Fund position peaked at $449K in Q4 2021.
54 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.