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 Q2	$1.46M	Buy	126,014 +20,543	+19%	+$236K	0.02%	714
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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Summit Financial's NPV Position: Q2 2026 in Review

Summit Financial increased its Nuveen Virginia Quality Municipal Income Fund (NPV) stake by 19% in Q2 2026, buying an estimated $236K and bringing the position to 126,014 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #714.

Summit Financial first reported a position in NPV in Q2 2025 and has held it in 5 quarters since. 40 funds tracked by Wall St. Rank hold NPV as of Q2 2026.

Summit Financial held 126,014 shares of Nuveen Virginia Quality Municipal Income Fund worth $1.46M as of Q2 2026.
Summit Financial bought 20,543 Nuveen Virginia Quality Municipal Income Fund shares in Q2 2026, an estimated $236K.
Nuveen Virginia Quality Municipal Income Fund made up 0.02% of Summit Financial's portfolio in Q2 2026, its #714 holding.
Summit Financial first reported a position in Nuveen Virginia Quality Municipal Income Fund in Q2 2025 and has held it in 5 quarters since.
40 funds tracked by Wall St. Rank held Nuveen Virginia Quality Municipal Income Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.