NAN — NUVEEN NY DIVI ADV
As of Q2 2026, 4 SEC-registered investment managers reported holding NAN (NUVEEN NY DIVI ADV) in their latest 13F filings, with a combined reported value of $19.91M across 1.70M shares. That is +0.5% by share count (+8.57K shares) versus the previous quarter, while reported value moved +5.7%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
NAN is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 856.58K | $10.05M | 0.00% | Reduce |
| Bank of America Corp history | 500.72K | $5.87M | 0.00% | Reduce |
| Wells Fargo & Co history | 316.52K | $3.71M | 0.00% | Add |
| UBS Group AG history | 23.71K | $278.17K | 0.00% | Hold |
Q1 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 880.35K | $9.82M | 0.00% | Add |
| Bank of America Corp history | 509.89K | $5.69M | 0.00% | Reduce |
| Wells Fargo & Co history | 275.01K | $3.07M | 0.00% | Reduce |
| UBS Group AG history | 23.71K | $264.41K | 0.00% | Reduce |
Q4 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 659.49K | $7.43M | 0.00% | Add |
| Bank of America Corp history | 535.96K | $6.03M | 0.00% | Add |
| Wells Fargo & Co history | 302.53K | $3.41M | 0.00% | Reduce |
| UBS Group AG history | 60.32K | $679.22K | 0.00% | Add |
Q3 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 553.66K | $6.33M | 0.00% | Add |
| Bank of America Corp history | 504.06K | $5.76M | 0.00% | Reduce |
| Wells Fargo & Co history | 318.49K | $3.64M | 0.00% | Add |
| UBS Group AG history | 40.86K | $467.05K | 0.00% | Reduce |
| Balyasny Asset Management history | 23.24K | $265.66K | 0.00% | New |
Q2 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 549.54K | $6.27M | 0.00% | Add |
| Morgan Stanley history | 549.54K | $6.27M | 0.00% | Add |
| Bank of America Corp history | 521.43K | $5.95M | 0.00% | Reduce |
| Wells Fargo & Co history | 208.17K | $2.38M | 0.00% | Add |
| UBS Group AG history | 54.72K | $624.32K | 0.00% | Reduce |
Q1 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 534.05K | $6.08M | 0.00% | Add |
| Morgan Stanley history | 534.05K | $6.08M | 0.00% | Add |
| Bank of America Corp history | 531.96K | $6.05M | 0.00% | Reduce |
| Wells Fargo & Co history | 198.15K | $2.25M | 0.00% | Add |
| UBS Group AG history | 70.57K | $803.13K | 0.00% | Add |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 14 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 856.58K | 880.35K | 659.49K | 553.66K | 549.54K | 534.05K | 482.20K | 430.10K | 351.28K | 290.81K | 227.31K | 233.93K | 283.19K | 282.81K | 267.80K | 216.67K | 212.06K | 195.94K | 210.33K | 209.77K |
| Bank of America Corp | 500.72K | 509.89K | 535.96K | 504.06K | 521.43K | 531.96K | 786.20K | 732.44K | 676.96K | 610.03K | 570.57K | 555.78K | 507.02K | 521.64K | 555.40K | 627.62K | 541.72K | 472.41K | 458.50K | 483.04K |
| Wells Fargo & Co | 316.52K | 275.01K | 302.53K | 318.49K | 208.17K | 198.15K | 190.88K | 193.53K | 171.12K | 157.37K | 165.98K | 149.85K | 146.73K | 141.12K | 146.88K | 167.33K | 163.72K | 161.99K | 166.54K | 160.80K |
| UBS Group AG | 23.71K | 23.71K | 60.32K | 40.86K | 54.72K | 70.57K | 59.61K | 54.31K | 59.01K | 59.52K | 65.39K | 49.30K | 75.97K | 67.18K | 75.42K | 136.78K | 132.79K | 151.09K | 158.76K | 169.39K |
| Balyasny Asset Management | — | — | — | 23.24K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | — | — | — | — | — | — | — | — | — | — | 29.01K | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | — | — | — | — | 1 | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | — | 10.11K | 1.81K | — | 16.74K | — | — | — | — | — | — |
| Deutsche Bank AG | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.00K | 1.00K |
| Citigroup Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.85K | 1.85K | 1.85K | 1.85K | 1.85K |
| Invesco Ltd | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 20.77K | 38.04K |
| Lazard Asset Management | — | — | — | — | — | — | — | — | 3.50K | 3.50K | 3.50K | 3.50K | 3.50K | 3.50K | 3.50K | 3.50K | 3.50K | 3.50K | 3.50K | 3.50K |
| Millennium Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 12.71K | — |
| Charles Schwab Investment Management | — | — | — | — | — | — | — | — | — | — | — | — | — | 14.20K | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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