SW
NPFD icon

SVB Wealth’s Nuveen Variable Rate Preferred & Income Fund NPFD Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-1,531
Closed -$28.7K – 1217
2025
Q1 		$28.7K Buy
+1,531
New +$28.9K ﹤0.01% 675

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

SVB Wealth's NPFD Position: Q2 2025 in Review

SVB Wealth sold out of Nuveen Variable Rate Preferred & Income Fund (NPFD) in Q2 2025, closing a stake of 1,531 shares — an estimated $28.7K sold.

SVB Wealth first reported a position in NPFD in Q1 2025 and held it in 1 quarter. The position peaked at $28.7K in Q1 2025. 43 funds tracked by Wall St. Rank hold NPFD as of Q2 2025.

  • SVB Wealth reported no remaining Nuveen Variable Rate Preferred & Income Fund position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 1,531 Nuveen Variable Rate Preferred & Income Fund shares in Q2 2025, an estimated $28.7K.
  • SVB Wealth first reported a position in Nuveen Variable Rate Preferred & Income Fund in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Nuveen Variable Rate Preferred & Income Fund position peaked at $28.7K in Q1 2025.
  • 43 funds tracked by Wall St. Rank held Nuveen Variable Rate Preferred & Income Fund as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.