TFC Financial Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

TFC Financial Management’s Portfolio NAD Stock Details NAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.4K	Hold	1,020	–	–	﹤0.01%	413
2026 Q1	$11.7K	Hold	1,020	–	–	﹤0.01%	395
2025 Q4	$12.3K	Hold	1,020	–	–	﹤0.01%	383
2025 Q3	$11.9K	Hold	1,020	–	–	﹤0.01%	394
2025 Q2	$11.5K	Hold	1,020	–	–	﹤0.01%	369
2025 Q1	$11.8K	Hold	1,020	–	–	﹤0.01%	351
2024 Q4	$11.9K	Hold	1,020	–	–	﹤0.01%	348
2024 Q3	$12.6K	Hold	1,020	–	–	﹤0.01%	353
2024 Q2	$12K	Hold	1,020	–	–	﹤0.01%	331
2024 Q1	$11.7K	Hold	1,020	–	–	﹤0.01%	326
2023 Q4	$11.7K	Hold	1,020	–	–	﹤0.01%	321
2023 Q3	$10.3K	Hold	1,020	–	–	﹤0.01%	340
2023 Q2	$11.5K	Hold	1,020	–	–	﹤0.01%	325
2023 Q1	$11.8K	Hold	1,020	–	–	﹤0.01%	363
2022 Q4	$12K	Hold	1,020	–	–	﹤0.01%	292
2022 Q3	$11K	Hold	1,020	–	–	﹤0.01%	310
2022 Q2	$13K	Hold	1,020	–	–	﹤0.01%	289
2022 Q1	$14K	Hold	1,020	–	–	﹤0.01%	287
2021 Q4	$16K	Hold	1,020	–	–	﹤0.01%	294
2021 Q3	$16K	Hold	1,020	–	–	0.01%	293
2021 Q2	$16K	Hold	1,020	–	–	0.01%	288
2021 Q1	$15K	Hold	1,020	–	–	0.01%	278
2020 Q4	$16K	Hold	1,020	–	–	0.01%	274
2020 Q3	$15K	Buy	+1,020	New	+$14.8K	0.01%	258

Other funds holding NAD

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

TFC Financial Management's NAD Position: Q2 2026 in Review

TFC Financial Management held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q2 2026 at 1,020 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

TFC Financial Management first reported a position in NAD in Q3 2020 and has held it in 24 quarters since. The position peaked at $16K in Q4 2021. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

TFC Financial Management held 1,020 shares of Nuveen Quality Municipal Income Fund worth $12.4K as of Q2 2026.
TFC Financial Management left its Nuveen Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen Quality Municipal Income Fund made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #413 holding.
TFC Financial Management first reported a position in Nuveen Quality Municipal Income Fund in Q3 2020 and has held it in 24 quarters since.
TFC Financial Management's Nuveen Quality Municipal Income Fund position peaked at $16K in Q4 2021.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.