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Tompkins Financial’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Tompkins Financial’s Portfolio NEA Stock Details NEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-971
Closed -$10.9K – 566
2025
Q1 		$10.9K Buy
+971
New +$11.1K ﹤0.01% 442

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RCM
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Tompkins Financial's NEA Position: Q2 2025 in Review

Tompkins Financial sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2025, closing a stake of 971 shares — an estimated $10.9K sold.

Tompkins Financial first reported a position in NEA in Q1 2025 and held it in 1 quarter. The position peaked at $10.9K in Q1 2025. 302 funds tracked by Wall St. Rank hold NEA as of Q2 2025.

  • Tompkins Financial reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
  • Tompkins Financial sold 971 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2025, an estimated $10.9K.
  • Tompkins Financial first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2025 and held it in 1 quarter.
  • Tompkins Financial's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $10.9K in Q1 2025.
  • 302 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2025.

Based on Tompkins Financial's 13F filing for Q2 2025, filed 10 Jul 2025.