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WFA of San Diego’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

WFA of San Diego’s Portfolio NAC Stock Details NAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.87K Buy
590
+45
+8% +$534 0.01% 317
2025
Q4 		$6.44K Buy
545
+45
+9% +$532 ﹤0.01% 332
2025
Q3 		$5.75K Buy
500
+50
+11% +$561 ﹤0.01% 353
2025
Q2 		$5.03K Buy
+450
New +$4.91K ﹤0.01% 359

Other funds holding NAC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

WFA of San Diego's NAC Position: Q1 2026 in Review

WFA of San Diego increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 8.3% in Q1 2026, buying an estimated $534 and bringing the position to 590 shares worth $6.87K. The position accounts for 0.01% of the portfolio, ranked #317.

WFA of San Diego first reported a position in NAC in Q2 2025 and has held it in 4 quarters since. 129 funds tracked by Wall St. Rank hold NAC as of Q1 2026.

  • WFA of San Diego held 590 shares of Nuveen California Quality Municipal Income Fund worth $6.87K as of Q1 2026.
  • WFA of San Diego bought 45 Nuveen California Quality Municipal Income Fund shares in Q1 2026, an estimated $534.
  • Nuveen California Quality Municipal Income Fund made up 0.01% of WFA of San Diego's portfolio in Q1 2026, its #317 holding.
  • WFA of San Diego first reported a position in Nuveen California Quality Municipal Income Fund in Q2 2025 and has held it in 4 quarters since.
  • 129 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.