Stifel Financial’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

Stifel Financial’s Portfolio NXN Stock Details NXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10,500	Closed	-$126K	–	3663
2025 Q3	$126K	Hold	10,500	–	–	﹤0.01%	3420
2025 Q2	$122K	Sell	10,500 -11,383	-52%	-$131K	﹤0.01%	3345
2025 Q1	$259K	Hold	21,883	–	–	﹤0.01%	3059
2024 Q4	$248K	Hold	21,883	–	–	﹤0.01%	3056
2024 Q3	$266K	Buy	21,883 +6,421	+42%	+$76K	﹤0.01%	3017
2024 Q2	$181K	Hold	15,462	–	–	﹤0.01%	3132
2024 Q1	$180K	Hold	15,462	–	–	﹤0.01%	3113
2023 Q4	$182K	Hold	15,462	–	–	﹤0.01%	3078
2023 Q3	$178K	Hold	15,462	–	–	﹤0.01%	3013
2023 Q2	$184K	Buy	15,462 +800	+5%	+$9.56K	﹤0.01%	3072
2023 Q1	$177K	Buy	14,662 +2,958	+25%	+$35.6K	﹤0.01%	3078
2022 Q4	$136K	Buy	+11,704	New	+$134K	﹤0.01%	3082
2021 Q4	–	Sell	-10,000	Closed	-$139K	–	3435
2021 Q3	$139K	Hold	10,000	–	–	﹤0.01%	3200
2021 Q2	$142K	Hold	10,000	–	–	﹤0.01%	3198
2021 Q1	$145K	Hold	10,000	–	–	﹤0.01%	3083
2020 Q4	$142K	Hold	10,000	–	–	﹤0.01%	2900
2020 Q3	$131K	Hold	10,000	–	–	﹤0.01%	2712
2020 Q2	$128K	Hold	10,000	–	–	﹤0.01%	2681
2020 Q1	$127K	Hold	10,000	–	–	﹤0.01%	2547
2019 Q4	$142K	Hold	10,000	–	–	﹤0.01%	2842
2019 Q3	$138K	Hold	10,000	–	–	﹤0.01%	2724
2019 Q2	$135K	Hold	10,000	–	–	﹤0.01%	2794
2019 Q1	$135K	Buy	+10,000	New	+$133K	﹤0.01%	2661
2018 Q1	–	Sell	-10,000	Closed	-$137K	–	2755
2017 Q4	$137K	Hold	10,000	–	–	﹤0.01%	2512
2017 Q3	$140K	Hold	10,000	–	–	﹤0.01%	2439
2017 Q2	$140K	Hold	10,000	–	–	﹤0.01%	2415
2017 Q1	$137K	Hold	10,000	–	–	﹤0.01%	2391
2016 Q4	$132K	Buy	+10,000	New	+$136K	﹤0.01%	2334

Other funds holding NXN

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stifel Financial's NXN Position: Q4 2025 in Review

Stifel Financial sold out of Nuveen New York Tax-Free Income Portfolio (NXN) in Q4 2025, closing a stake of 10,500 shares — an estimated $126K sold.

Stifel Financial first reported a position in NXN in Q4 2016 and held it in 28 quarters. The position peaked at $266K in Q3 2024. 18 funds tracked by Wall St. Rank hold NXN as of Q4 2025.

Stifel Financial reported no remaining Nuveen New York Tax-Free Income Portfolio position as of Q4 2025 after selling out during the quarter.
Stifel Financial sold 10,500 Nuveen New York Tax-Free Income Portfolio shares in Q4 2025, an estimated $126K.
Stifel Financial first reported a position in Nuveen New York Tax-Free Income Portfolio in Q4 2016 and held it in 28 quarters.
Stifel Financial's Nuveen New York Tax-Free Income Portfolio position peaked at $266K in Q3 2024.
18 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q4 2025.

Based on Stifel Financial's 13F filing for Q4 2025, filed 13 Feb 2026.