Gerber Kawasaki Wealth & Investment Management
Position in NAC — Nuveen California Quality Municipal Income Fund
CIK 1666736
SANTA MONICA, CA
Position in NAC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$433,762
+$26,886 QoQ
Shares Held
35,789
+2.5% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#65
of 138 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NAC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Gerber Kawasaki Wealth & Investment Management holds $6,344,208 across 9 Asset Management names. NAC ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
35,012 | $4,119,862 | |
| 2 | NCA |
Nuveen California Municipal Value Fund
|
66,022 | $615,985 | |
| 3 | NAC |
Nuveen California Quality Municipal Income Fund
This page
|
35,789 | $433,762 | |
| 4 | NBB |
Nuveen Taxable Municipal Income Fund
|
27,357 | $431,693 | |
| 5 | BLK |
BlackRock, Inc.
|
252 | $242,313 | |
| 6 | NXP |
Nuveen Select Tax Free Income Portfolio
|
15,050 | $215,365 | |
| 7 | HYT |
Blackrock Corporate High Yield Fund, Inc.
|
19,200 | $164,352 | |
| 8 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
13,631 | $107,412 |
All Filings in NAC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,762 | 35,789 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $406,876 | 34,925 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $399,768 | 33,850 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $185,955 | 16,170 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $178,574 | 15,987 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $120,350 | 10,122 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $139,755 | 12,121 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $124,470 | 11,295 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $115,757 | 10,438 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $219,392 | 22,735 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $288,834 | 26,450 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $401,182 | 36,438 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $337,468 | 30,485 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $517,125 | 47,140 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $862,360 | 69,940 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,548,619 | 118,035 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,876,743 | 183,935 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,098 | 70 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,935,895 | 185,230 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,366,900 | 159,280 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,350,330 | 155,035 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $2,288,613 | 157,185 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $2,403,367 | 168,421 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,641,772 | 192,971 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||