Summitry LLC’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Summitry LLC’s Portfolio NAC Stock Details NAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.16M	Buy	+95,654	New	+$1.14M	0.04%	86

Other funds holding NAC

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Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return

Summitry LLC's NAC Position: Q2 2026 in Review

Summitry LLC opened a new position in Nuveen California Quality Municipal Income Fund (NAC) in Q2 2026: 95,654 shares worth $1.16M. The stake represents 0.04% of the portfolio and ranks #86 among its holdings.

28 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

Summitry LLC held 95,654 shares of Nuveen California Quality Municipal Income Fund worth $1.16M as of Q2 2026.
Nuveen California Quality Municipal Income Fund was a new Summitry LLC position in Q2 2026.
Nuveen California Quality Municipal Income Fund made up 0.04% of Summitry LLC's portfolio in Q2 2026, its #86 holding.
28 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.