UB
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UMB Bank’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

UMB Bank’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
2025
Q3 		– Sell
-6,452
Closed -$72.8K – 2179
2025
Q2 		$72.8K Buy
+6,452
New +$72.4K ﹤0.01% 958
2024
Q4 		– Sell
-1,916
Closed -$23.7K – 2141
2024
Q3 		$23.7K Hold
1,916
– – ﹤0.01% 1148
2024
Q2 		$22.5K Sell
1,916
-1,084
-36% -$12.2K ﹤0.01% 1027
2024
Q1 		$34.4K Sell
3,000
-869
-22% -$9.82K ﹤0.01% 915
2023
Q4 		$44.3K Buy
+3,869
New +$40.8K ﹤0.01% 857
2022
Q4 		– Sell
-1,999
Closed -$22K – 1788
2022
Q3 		$22K Hold
1,999
– – ﹤0.01% 1079
2022
Q2 		$25K Hold
1,999
– – ﹤0.01% 1094
2022
Q1 		$27K Sell
1,999
-14,458
-88% -$208K ﹤0.01% 1154
2021
Q4 		$265K Buy
+16,457
New +$258K ﹤0.01% 606

Other funds holding NAD

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UMB Bank's NAD Position: Q3 2025 in Review

UMB Bank sold out of Nuveen Quality Municipal Income Fund (NAD) in Q3 2025, closing a stake of 6,452 shares — an estimated $72.8K sold.

UMB Bank first reported a position in NAD in Q4 2021 and held it in 9 quarters. The position peaked at $265K in Q4 2021. 271 funds tracked by Wall St. Rank hold NAD as of Q3 2025.

  • UMB Bank reported no remaining Nuveen Quality Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
  • UMB Bank sold 6,452 Nuveen Quality Municipal Income Fund shares in Q3 2025, an estimated $72.8K.
  • UMB Bank first reported a position in Nuveen Quality Municipal Income Fund in Q4 2021 and held it in 9 quarters.
  • UMB Bank's Nuveen Quality Municipal Income Fund position peaked at $265K in Q4 2021.
  • 271 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2025.

Based on UMB Bank's 13F filing for Q3 2025, filed 4 Nov 2025.