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

Stonebridge Financial Group’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
Q2 		$386K Buy
+30,650
New +$379K 0.05% 202

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HWAM
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Stonebridge Financial Group's NKX Position: Q2 2026 in Review

Stonebridge Financial Group opened a new position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2026: 30,650 shares worth $386K. The stake represents 0.05% of the portfolio and ranks #202 among its holdings.

77 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

  • Stonebridge Financial Group held 30,650 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $386K as of Q2 2026.
  • Nuveen California AMT-Free Quality Municipal Income Fund was a new Stonebridge Financial Group position in Q2 2026.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up 0.05% of Stonebridge Financial Group's portfolio in Q2 2026, its #202 holding.
  • 77 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Stonebridge Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.