Truist Financial
NAD icon

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

Truist Financial’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 		$191K Sell
15,793
-16,373
-51% -$193K ﹤0.01% 2798
2026
Q1 		$370K Sell
32,166
-449
-1% -$5.4K ﹤0.01% 2267
2025
Q4 		$392K Buy
32,615
+675
+2% +$8.07K ﹤0.01% 2170
2025
Q3 		$373K Hold
31,940
– – ﹤0.01% 2189
2025
Q2 		$361K Sell
31,940
-195
-0.6% -$2.19K ﹤0.01% 2122
2025
Q1 		$370K Sell
32,135
-2,207
-6% -$25.9K ﹤0.01% 2038
2024
Q4 		$400K Sell
34,342
-13,009
-27% -$157K ﹤0.01% 2003
2024
Q3 		$586K Hold
47,351
– – ﹤0.01% 1782
2024
Q2 		$556K Hold
47,351
– – ﹤0.01% 1909
2024
Q1 		$543K Hold
47,351
– – ﹤0.01% 1918
2023
Q4 		$542K Sell
47,351
-100,402
-68% -$1.06M ﹤0.01% 1918
2023
Q3 		$1.5M Sell
147,753
-21,693
-13% -$236K ﹤0.01% 1387
2023
Q2 		$1.91M Buy
169,446
+3,208
+2% +$36.1K ﹤0.01% 1285
2023
Q1 		$1.92M Buy
166,238
+62
+0% +$717 ﹤0.01% 1250
2022
Q4 		$1.96M Sell
166,176
-1,804
-1% -$20.3K ﹤0.01% 1221
2022
Q3 		$1.85M Sell
167,980
-3,846
-2% -$48K ﹤0.01% 1217
2022
Q2 		$2.14M Sell
171,826
-2,414
-1% -$30.5K ﹤0.01% 1184
2022
Q1 		$2.33M Buy
174,240
+12,529
+8% +$180K ﹤0.01% 1231
2021
Q4 		$2.61M Buy
161,711
+15,812
+11% +$248K ﹤0.01% 1152
2021
Q3 		$2.28M Buy
145,899
+32,687
+29% +$530K ﹤0.01% 1216
2021
Q2 		$1.81M Buy
113,212
+37,349
+49% +$581K ﹤0.01% 1349
2021
Q1 		$1.15M Buy
75,863
+9,925
+15% +$150K ﹤0.01% 1512
2020
Q4 		$1.01M Buy
65,938
+9,679
+17% +$143K ﹤0.01% 1469
2020
Q3 		$817K Sell
56,259
-2,378
-4% -$34.5K ﹤0.01% 1461
2020
Q2 		$822K Buy
58,637
+4,913
+9% +$67K ﹤0.01% 1369
2020
Q1 		$738K Buy
53,724
+13,792
+35% +$199K ﹤0.01% 1381
2019
Q4 		$583K Buy
39,932
+12,930
+48% +$187K ﹤0.01% 1750
2019
Q3 		$388K Hold
27,002
– – 0.01% 612
2019
Q2 		$378K Buy
27,002
+16,705
+162% +$228K 0.01% 632
2019
Q1 		$140K Buy
+10,297
New +$136K ﹤0.01% 753
2016
Q4 		– Sell
-10,411
Closed -$156K – 851
2016
Q3 		$156K Buy
+10,411
New +$162K ﹤0.01% 806

Other funds holding NAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
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
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Truist Financial's NAD Position: Q2 2026 in Review

Truist Financial reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 51% in Q2 2026, selling an estimated $193K and leaving 15,793 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #2798.

Truist Financial first reported a position in NAD in Q3 2016 and has held it in 31 quarters since. The position peaked at $2.61M in Q4 2021. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Truist Financial held 15,793 shares of Nuveen Quality Municipal Income Fund worth $191K as of Q2 2026.
  • Truist Financial sold 16,373 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $193K.
  • Nuveen Quality Municipal Income Fund made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2798 holding.
  • Truist Financial first reported a position in Nuveen Quality Municipal Income Fund in Q3 2016 and has held it in 31 quarters since.
  • Truist Financial's Nuveen Quality Municipal Income Fund position peaked at $2.61M in Q4 2021.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.