NKX — NUVEEN CA AMT-FR MUNI INC
As of Q2 2026, 7 SEC-registered investment managers reported holding NKX (NUVEEN CA AMT-FR MUNI INC) in their latest 13F filings, with a combined reported value of $53.32M across 4.26M shares. That is +2.6% by share count (+107.47K shares) versus the previous quarter, while reported value moved +8.0%. Ownership is concentrated: the five largest holders account for 99.4% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 2 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.
NKX 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 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 3.32M | $41.58M | 0.00% | Add |
| Wells Fargo & Co history | 529.47K | $6.63M | 0.00% | Reduce |
| UBS Group AG history | 232.75K | $2.92M | 0.00% | Reduce |
| Bank of America Corp history | 107.61K | $1.35M | 0.00% | Add |
| PNC Financial Services history | 40.62K | $508.94K | 0.00% | Hold |
| Citadel Advisors history | 26.91K | $337.17K | 0.00% | New |
| Citigroup Inc history | 3 | $38 | 0.00% | Hold |
Q1 2026 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 3.24M | $38.60M | 0.00% | Add |
| Wells Fargo & Co history | 566.90K | $6.75M | 0.00% | Hold |
| UBS Group AG history | 240.22K | $2.86M | 0.00% | Reduce |
| Bank of America Corp history | 56.51K | $672.43K | 0.00% | Add |
| PNC Financial Services history | 40.62K | $483.35K | 0.00% | Hold |
| Citigroup Inc history | 3 | $36 | 0.00% | Hold |
Q4 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2.92M | $36.28M | 0.00% | Add |
| Wells Fargo & Co history | 568.91K | $7.08M | 0.00% | Add |
| UBS Group AG history | 242.89K | $3.02M | 0.00% | Hold |
| PNC Financial Services history | 40.62K | $505.29K | 0.00% | Hold |
| Bank of America Corp history | 34.32K | $426.99K | 0.00% | Hold |
| Citigroup Inc history | 3 | $37 | 0.00% | Hold |
Q3 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2.86M | $36.28M | 0.00% | Add |
| Wells Fargo & Co history | 508.10K | $6.44M | 0.00% | Add |
| UBS Group AG history | 241.98K | $3.07M | 0.00% | Add |
| PNC Financial Services history | 40.62K | $514.63K | 0.00% | Hold |
| Bank of America Corp history | 34.23K | $433.71K | 0.00% | Reduce |
| Citadel Advisors history | 12.00K | $152.08K | 0.00% | New |
| Citigroup Inc history | 3 | $38 | 0.00% | Hold |
Q2 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2.70M | $31.73M | 0.00% | Add |
| Wells Fargo & Co history | 486.26K | $5.72M | 0.00% | Add |
| UBS Group AG history | 187.12K | $2.20M | 0.00% | Reduce |
| Balyasny Asset Management history | 83.22K | $979.51K | 0.00% | New |
| PNC Financial Services history | 40.62K | $478.07K | 0.00% | Hold |
| Bank of America Corp history | 35.40K | $416.67K | 0.00% | Add |
| Citigroup Inc history | 3 | $35 | 0.00% | Hold |
Q1 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2.44M | $30.70M | 0.00% | Add |
| Wells Fargo & Co history | 461.03K | $5.80M | 0.00% | Add |
| UBS Group AG history | 207.33K | $2.61M | 0.00% | Reduce |
| PNC Financial Services history | 40.62K | $511.38K | 0.00% | New |
| Bank of America Corp history | 34.65K | $436.27K | 0.00% | Add |
| Citigroup Inc history | 3 | $38 | 0.00% | Hold |
New Positions (Q2 2026)
- Citadel Advisors 26.91K sh · $337.17K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 12 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 | 3.32M | 3.24M | 2.92M | 2.86M | 2.70M | 2.44M | 2.36M | 2.23M | 2.08M | 2.09M | 2.00M | 1.88M | 1.75M | 1.70M | 1.61M | 1.49M | 1.27M | 1.11M | 1.06M | 999.22K |
| Wells Fargo & Co | 529.47K | 566.90K | 568.91K | 508.10K | 486.26K | 461.03K | 385.18K | 352.15K | 340.50K | 286.53K | 352.83K | 498.56K | 551.66K | 568.13K | 673.46K | 721.90K | 685.09K | 340.94K | 307.93K | 304.14K |
| UBS Group AG | 232.75K | 240.22K | 242.89K | 241.98K | 187.12K | 207.33K | 221.94K | 211.04K | 173.23K | 143.19K | 133.75K | 349.73K | 482.40K | 520.85K | 601.53K | 751.92K | 730.01K | 1.13M | 1.39M | 1.46M |
| Bank of America Corp | 107.61K | 56.51K | 34.32K | 34.23K | 35.40K | 34.65K | 28.27K | 38.27K | 38.78K | 37.54K | 34.50K | 31.71K | 37.30K | 38.93K | 23.13K | 27.68K | 36.97K | 50.12K | 62.54K | 92.28K |
| PNC Financial Services | 40.62K | 40.62K | 40.62K | 40.62K | 40.62K | 40.62K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | 26.91K | — | — | 12.00K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citigroup Inc | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | — | — | — | — | 1 | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | 4.70K | — | — | 220 | 2.69K | — | — | — | — | — | — |
| Balyasny Asset Management | — | — | — | — | 83.22K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| BNY Mellon | — | — | — | — | — | — | — | — | — | 44.72K | — | — | — | — | — | — | — | — | — | — |
| Invesco Ltd | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 16.27K | 40.04K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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