Gerber Kawasaki Wealth & Investment Management
Position in NCA — Nuveen California Municipal Value Fund
CIK 1666736
SANTA MONICA, CA
Position in NCA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$615,985
+$122,091 QoQ
Shares Held
66,022
+25.4% QoQ
Ownership
0.199%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#18
of 59 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NCA 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. NCA ranks #2 (9.7% 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
This page
|
66,022 | $615,985 | |
| 3 | NAC |
Nuveen California Quality Municipal Income Fund
|
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 NCA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $615,985 | 66,022 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $493,894 | 52,654 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $183,475 | 20,500 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $182,450 | 20,500 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||