Investor's Fiduciary Advisor Network, LLC
Position in NCA — Nuveen California Municipal Value Fund
CIK 2044901
SNOQUALMIE, WA
Position in NCA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$122,932
-$658 QoQ
Shares Held
13,176
0.0% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#43
of 59 holders
Holding Since
Dec 2024
6 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, 2026Investor's Fiduciary Advisor Network, LLC holds $2,565,953 across 7 Asset Management names. NCA ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
8,111 | $954,421 | |
| 2 | BLK |
BlackRock, Inc.
|
494 | $475,010 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
13,595 | $410,161 | |
| 4 | TROW |
Price T Rowe Group Inc
|
1,882 | $213,964 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
10,844 | $204,626 | |
| 6 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
12,422 | $184,839 | |
| 7 | NCA |
Nuveen California Municipal Value Fund
This page
|
13,176 | $122,932 |
All Filings in NCA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,932 | 13,176 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $123,590 | 13,176 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $117,925 | 13,176 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $117,266 | 13,176 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $114,367 | 13,176 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $85,987 | 10,176 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||