Tompkins Financial’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Tompkins Financial’s Portfolio JQC Stock Details JQC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.67K	Hold	1,826	–	–	﹤0.01%	480
2026 Q2	$8.87K	Hold	1,826	–	–	﹤0.01%	460
2026 Q1	$8.89K	Hold	1,826	–	–	﹤0.01%	463
2025 Q4	$9.17K	Buy	+1,826	New	+$9.28K	﹤0.01%	454
2016 Q2	–	Sell	-624	Closed	-$5K	–	547
2016 Q1	$5K	Buy	+624	New	+$4.72K	﹤0.01%	434

Other funds holding JQC

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

SFL

Scheeler Financial LLC West Chester, Ohio $132M AUM

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Tompkins Financial's JQC Position: Q3 2026 in Review

Tompkins Financial held its Nuveen Credit Strategies Income Fund (JQC) position steady in Q3 2026 at 1,826 shares worth $8.67K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Tompkins Financial first reported a position in JQC in Q1 2016 and has held it in 5 quarters since. The position peaked at $9.17K in Q4 2025. 19 funds tracked by Wall St. Rank hold JQC as of Q3 2026.

Tompkins Financial held 1,826 shares of Nuveen Credit Strategies Income Fund worth $8.67K as of Q3 2026.
Tompkins Financial left its Nuveen Credit Strategies Income Fund share count unchanged in Q3 2026.
Nuveen Credit Strategies Income Fund made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #480 holding.
Tompkins Financial first reported a position in Nuveen Credit Strategies Income Fund in Q1 2016 and has held it in 5 quarters since.
Tompkins Financial's Nuveen Credit Strategies Income Fund position peaked at $9.17K in Q4 2025.
19 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.