Sterling Group Wealth Management, LLC
Position in NCA — Nuveen California Municipal Value Fund
CIK 1852307
PASADENA, CA
Position in NCA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$503,754
-$2,700 QoQ
Shares Held
53,993
0.0% QoQ
Ownership
0.163%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#23
of 58 holders
Holding Since
Dec 2022
14 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, 2026Sterling Group Wealth Management, LLC holds $1,425,081 across 3 Asset Management names. NCA ranks #2 (35.3% of the industry book) .
All Filings in NCA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,754 | 53,993 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $506,454 | 53,993 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $483,237 | 53,993 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $480,537 | 53,993 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $468,659 | 53,993 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $467,039 | 53,993 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $456,240 | 53,993 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $492,416 | 53,993 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $468,119 | 53,993 | Shares | Sole | 2024-07-15 | |
| 2023-12-31 | $483,777 | 53,993 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $443,282 | 53,993 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $461,640 | 53,993 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $475,678 | 53,993 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,131,122 | 370,547 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||