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Summit Financial’s Nuveen Virginia Quality Municipal Income Fund NPV Stock Holding History

Summit Financial’s Portfolio NPV Stock Details NPV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.2M Buy
105,471
+17,602
+20% +$201K 0.02% 712
2025
Q4 		$973K Buy
87,869
+11,875
+16% +$135K 0.01% 681
2025
Q3 		$882K Buy
75,994
+11,275
+17% +$127K 0.01% 695
2025
Q2 		$729K Buy
+64,719
New +$725K 0.02% 487

Other funds holding NPV

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

Summit Financial's NPV Position: Q1 2026 in Review

Summit Financial increased its Nuveen Virginia Quality Municipal Income Fund (NPV) stake by 20% in Q1 2026, buying an estimated $201K and bringing the position to 105,471 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #712.

Summit Financial first reported a position in NPV in Q2 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold NPV as of Q1 2026.

  • Summit Financial held 105,471 shares of Nuveen Virginia Quality Municipal Income Fund worth $1.2M as of Q1 2026.
  • Summit Financial bought 17,602 Nuveen Virginia Quality Municipal Income Fund shares in Q1 2026, an estimated $201K.
  • Nuveen Virginia Quality Municipal Income Fund made up 0.02% of Summit Financial's portfolio in Q1 2026, its #712 holding.
  • Summit Financial first reported a position in Nuveen Virginia Quality Municipal Income Fund in Q2 2025 and has held it in 4 quarters since.
  • 37 funds tracked by Wall St. Rank held Nuveen Virginia Quality Municipal Income Fund as of Q1 2026.

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