NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Position in NKX — Nuveen California Amt-Free Quality Municipal Income Fund
CIK 1141802
MILWAUKEE, WI
Position in NKX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,713,014
+$262,014 QoQ
Shares Held
296,330
+2.2% QoQ
Ownership
0.554%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#7
of 85 holders
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NKX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds $282,770,184 across 253 Asset Management names. NKX ranks #16 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
1,352,007 | $40,790,051 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
2,781,441 | $36,186,547 | |
| 3 | PTY |
Pimco Corporate & Income Opportunity Fund
|
2,723,452 | $32,763,127 | |
| 4 | BLK |
BlackRock, Inc.
|
26,460 | $25,442,877 | |
| 5 | BX |
Blackstone Inc.
|
139,717 | $16,440,499 | |
| 6 | PDI |
PIMCO Dynamic Income Fund
|
651,048 | $10,872,501 | |
| 7 | CEF |
Sprott Physical Gold & Silver Trust
|
217,958 | $8,768,450 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
166,260 | $7,081,013 |
All Filings in NKX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,713,014 | 296,330 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,451,000 | 290,000 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $3,358,800 | 270,000 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $3,420,900 | 270,000 | Shares | Defined | 2025-11-14 | |
| 2024-09-30 | $40,770 | 3,000 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $37,530 | 3,000 | Shares | Defined | 2024-08-16 | |
| 2024-03-31 | $36,450 | 3,000 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,588 | 311 | Shares | Defined | 2024-02-13 | |
| 2023-03-31 | $139,179 | 11,957 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $246,000 | 20,000 | Shares | Defined | 2023-02-21 | |
| 2022-09-30 | $175,650 | 14,873 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $173,184 | 13,446 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $74,146 | 5,468 | Shares | Defined | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||