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NUVEEN CALIFORNIA MUNICIPAL VALUE FUND hedge fund holdings

NCANYSE
$8.42+0.02 (+0.24%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

NCA · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-6.2%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20251612$4.87M$4.05M52Aug 14, 2025
Q3 2025149$4.11M$3.39M55Nov 14, 2025
Q4 20251412$9.29M$4.99M50Feb 14, 2026
Q1 20261913$6.26M$2.3M56May 15, 2026
Q2 2026248$5.38M$1.38M56Aug 14, 2026

Quarterly action breakdown

Q2 2026
56 filers
New position
7
$942K+101K sh
Increased
17
$4.44M+476K sh
Reduced
3
-$509K-54.6K sh
Out / sold
5
-$869K-93.1K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Ducere Wealth Management LLCSell 100%-$571K$00.00%Jul 28, 2026
Atlas Private Wealth AdvisorsAdded 40.28%+$563K$1.96M0.43%Jul 28, 2026
Fiera Capital CorpAdded 93.98%+$471K$973K0.00%Aug 7, 2026
Hennion & Walsh Asset Management, Inc.Added 9.16%+$362K$4.31M0.12%Jul 8, 2026
First Foundation AdvisorsReduce 22.92%-$262K$879K0.03%Aug 14, 2026
Summit Trail Advisors, LLCAdded 88.44%+$198K$422K0.01%Aug 11, 2026
Mission Wealth Management, LPNew Buy+$179K$179K0.00%Jul 20, 2026
Readystate Asset Management LPNew Buy+$169K$169K0.01%Aug 14, 2026
Ackerman Capital Advisors, LLCNew Buy+$157K$157K0.03%Jul 30, 2026
Stratos Wealth Partners, LTD.Added 20.80%+$153K$890K0.01%Aug 11, 2026
Gerber Kawasaki Wealth & Investment ManagementAdded 25.39%+$125K$616K0.02%Aug 7, 2026
Wedbush Securities IncAdded 25.24%+$122K$606K0.02%Jul 28, 2026
Guggenheim Capital LLCReduce 1.87%-$122K$6.39M0.04%Aug 12, 2026
PFG Investments, LLCAdded 98.38%+$94.8K$191K0.01%Jul 23, 2026
Mutual Advisors, LLCAdded 15.83%+$71.3K$521K0.01%Aug 14, 2026
Sweeney & Michel, LLCReduce 6.93%-$43.9K$589K0.15%Aug 11, 2026
D.A. Davidson & Co.Reduce 4.76%-$15.4K$308K0.00%Jul 24, 2026
WFA of San Diego, LLCSell 100%-$14.1K$00.00%Aug 14, 2026
Melfa Wealth Management, Inc.Reduce 0.19%-$1.42K$755K0.41%Jul 24, 2026
RB Capital Management, LLCAdded 0.35%+$401$116K0.02%Aug 18, 2026

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