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Summit Financial’s Nuveen Variable Rate Preferred & Income Fund NPFD Stock Holding History

Summit Financial’s Portfolio NPFD Stock Details NPFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$915K Buy
49,998
+38,766
+345% +$747K 0.01% 804
2025
Q4 		$214K Sell
11,232
-2,346
-17% -$45.9K ﹤0.01% 1224
2025
Q3 		$271K Buy
+13,578
New +$264K ﹤0.01% 1094

Other funds holding NPFD

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Summit Financial's NPFD Position: Q1 2026 in Review

Summit Financial increased its Nuveen Variable Rate Preferred & Income Fund (NPFD) stake by 345% in Q1 2026, buying an estimated $747K and bringing the position to 49,998 shares worth $915K. The position accounts for 0.01% of the portfolio, ranked #804.

Summit Financial first reported a position in NPFD in Q3 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold NPFD as of Q1 2026.

  • Summit Financial held 49,998 shares of Nuveen Variable Rate Preferred & Income Fund worth $915K as of Q1 2026.
  • Summit Financial bought 38,766 Nuveen Variable Rate Preferred & Income Fund shares in Q1 2026, an estimated $747K.
  • Nuveen Variable Rate Preferred & Income Fund made up 0.01% of Summit Financial's portfolio in Q1 2026, its #804 holding.
  • Summit Financial first reported a position in Nuveen Variable Rate Preferred & Income Fund in Q3 2025 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held Nuveen Variable Rate Preferred & Income Fund as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.