Stifel Financial’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Stifel Financial’s Portfolio NKX Stock Details NKX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$348K	Buy	29,228 +9,316	+47%	+$118K	﹤0.01%	3085
2025 Q4	$248K	Buy	19,912 +1	+0%	+$13	﹤0.01%	3267
2025 Q3	$252K	Buy	19,911 +2,885	+17%	+$34.4K	﹤0.01%	3219
2025 Q2	$200K	Buy	17,026 +200	+1%	+$2.38K	﹤0.01%	3260
2025 Q1	$212K	Buy	+16,826	New	+$214K	﹤0.01%	3166
2022 Q2	–	Sell	-12,382	Closed	-$168K	–	3421
2022 Q1	$168K	Sell	12,382 -2,156	-15%	-$31K	﹤0.01%	3172
2021 Q4	$230K	Sell	14,538 -898	-6%	-$14.5K	﹤0.01%	3075
2021 Q3	$253K	Hold	15,436	–	–	﹤0.01%	3007
2021 Q2	$252K	Sell	15,436 -1,365	-8%	-$21.7K	﹤0.01%	3010
2021 Q1	$260K	Sell	16,801 -47,364	-74%	-$729K	﹤0.01%	2871
2020 Q4	$1.01M	Buy	64,165 +49,280	+331%	+$759K	﹤0.01%	1835
2020 Q3	$227K	Buy	14,885 +4,428	+42%	+$68K	﹤0.01%	2552
2020 Q2	$156K	Sell	10,457 -21	-0.2%	-$302	﹤0.01%	2641
2020 Q1	$147K	Buy	10,478 +19	+0.2%	+$288	﹤0.01%	2514
2019 Q4	$159K	Buy	+10,459	New	+$158K	﹤0.01%	2818
2019 Q2	–	Sell	-11,810	Closed	-$165K	–	3015
2019 Q1	$165K	Buy	+11,810	New	+$158K	﹤0.01%	2630
2018 Q4	–	Sell	-11,000	Closed	-$142K	–	2766
2018 Q3	$142K	Sell	11,000 -2,000	-15%	-$26.8K	﹤0.01%	2638
2018 Q2	$177K	Buy	13,000 +2,000	+18%	+$27K	﹤0.01%	2572
2018 Q1	$149K	Sell	11,000 -551	-5%	-$7.88K	﹤0.01%	2522
2017 Q4	$178K	Buy	11,551 +551	+5%	+$8.57K	﹤0.01%	2471
2017 Q3	$175K	Buy	+11,000	New	+$174K	﹤0.01%	2408
2015 Q4	–	Sell	-11,201	Closed	-$164K	–	2377
2015 Q3	$164K	Buy	+11,201	New	+$162K	﹤0.01%	2070
2015 Q1	–	Sell	-10,923	Closed	-$161K	–	2364
2014 Q4	$161K	Hold	10,923	–	–	﹤0.01%	2138
2014 Q3	$152K	Hold	10,923	–	–	﹤0.01%	2060
2014 Q2	$149K	Buy	+10,923	New	+$148K	﹤0.01%	2055

Other funds holding NKX

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

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

HWAM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

DWM

DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Stifel Financial's NKX Position: Q1 2026 in Review

Stifel Financial increased its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 47% in Q1 2026, buying an estimated $118K and bringing the position to 29,228 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #3085.

Stifel Financial first reported a position in NKX in Q2 2014 and has held it in 25 quarters since. The position peaked at $1.01M in Q4 2020. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

Stifel Financial held 29,228 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $348K as of Q1 2026.
Stifel Financial bought 9,316 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $118K.
Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3085 holding.
Stifel Financial first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2014 and has held it in 25 quarters since.
Stifel Financial's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $1.01M in Q4 2020.
80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

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