FIRST AMERICAN TRUST, FSB
Position in NAC — Nuveen California Quality Municipal Income Fund
CIK 36066
SANTA ANA, CA
Position in NAC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$230,280
+$8,930 QoQ
Shares Held
19,000
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#86
of 138 holders
Holding Since
Mar 2020
26 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, 2026FIRST AMERICAN TRUST, FSB holds $9,230,738 across 4 Asset Management names. NAC ranks #3 (2.5% of the industry book) .
All Filings in NAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,280 | 19,000 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $221,350 | 19,000 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $224,390 | 19,000 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $218,500 | 19,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $212,230 | 19,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $213,560 | 19,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $214,510 | 19,000 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $225,910 | 19,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $219,070 | 19,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $209,380 | 19,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $210,710 | 19,000 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $202,650 | 21,000 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $229,320 | 21,000 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $231,210 | 21,000 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $232,470 | 21,000 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $230,370 | 21,000 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $258,930 | 21,000 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $275,520 | 21,000 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $328,440 | 21,000 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $329,490 | 21,000 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $332,850 | 21,000 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $312,060 | 21,000 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $344,541 | 22,727 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $330,905 | 22,727 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $299,670 | 21,000 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $336,363 | 24,570 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||