Stifel Financial
NPCT icon

Stifel Financial’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

Stifel Financial’s Portfolio NPCT Stock Details NPCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.59M Buy
254,585
+18,413
+8% +$190K ﹤0.01% 1772
2025
Q4 		$2.4M Buy
236,172
+24,241
+11% +$256K ﹤0.01% 1804
2025
Q3 		$2.33M Buy
211,931
+21,092
+11% +$231K ﹤0.01% 1810
2025
Q2 		$2.14M Buy
190,839
+16,165
+9% +$169K ﹤0.01% 1800
2025
Q1 		$1.87M Buy
174,674
+17,229
+11% +$185K ﹤0.01% 1809
2024
Q4 		$1.65M Sell
157,445
-1,323
-0.8% -$14.9K ﹤0.01% 1914
2024
Q3 		$1.88M Buy
158,768
+21,516
+16% +$246K ﹤0.01% 1816
2024
Q2 		$1.49M Buy
137,252
+3,895
+3% +$40.8K ﹤0.01% 1925
2024
Q1 		$1.38M Buy
133,357
+14,594
+12% +$151K ﹤0.01% 1991
2023
Q4 		$1.2M Buy
118,763
+27,271
+30% +$259K ﹤0.01% 2020
2023
Q3 		$838K Buy
91,492
+23,696
+35% +$232K ﹤0.01% 2157
2023
Q2 		$676K Sell
67,796
-3,553
-5% -$35.9K ﹤0.01% 2338
2023
Q1 		$729K Sell
71,349
-2,773
-4% -$30.2K ﹤0.01% 2282
2022
Q4 		$768K Sell
74,122
-12,523
-14% -$131K ﹤0.01% 2193
2022
Q3 		$887K Buy
86,645
+31,883
+58% +$378K ﹤0.01% 2054
2022
Q2 		$642K Buy
54,762
+5,792
+12% +$74.7K ﹤0.01% 2317
2022
Q1 		$736K Sell
48,970
-7,800
-14% -$124K ﹤0.01% 2335
2021
Q4 		$1.04M Sell
56,770
-75,980
-57% -$1.4M ﹤0.01% 2098
2021
Q3 		$2.6M Sell
132,750
-25,800
-16% -$506K ﹤0.01% 1406
2021
Q2 		$3.08M Buy
+158,550
New +$3.09M ﹤0.01% 1312

Other funds holding NPCT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stifel Financial's NPCT Position: Q1 2026 in Review

Stifel Financial increased its Nuveen Core Plus Impact Fund (NPCT) stake by 7.8% in Q1 2026, buying an estimated $190K and bringing the position to 254,585 shares worth $2.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

Stifel Financial first reported a position in NPCT in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.08M in Q2 2021. 46 funds tracked by Wall St. Rank hold NPCT as of Q1 2026.

  • Stifel Financial held 254,585 shares of Nuveen Core Plus Impact Fund worth $2.59M as of Q1 2026.
  • Stifel Financial bought 18,413 Nuveen Core Plus Impact Fund shares in Q1 2026, an estimated $190K.
  • Nuveen Core Plus Impact Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1772 holding.
  • Stifel Financial first reported a position in Nuveen Core Plus Impact Fund in Q2 2021 and has held it in 20 quarters since.
  • Stifel Financial's Nuveen Core Plus Impact Fund position peaked at $3.08M in Q2 2021.
  • 46 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q1 2026.

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