NZF β€” NUVEEN MUNICIPAL CREDIT INC

Ownership history in Compass Financial Group, INC/SD  Β·  13 quarters on record

AI Ownership Summary

Compass Financial Group, INC/SD reported NUVEEN MUNICIPAL CREDIT INC (NZF) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.32% in 2025 Q2. The latest visible filing shows NZF at 0.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NZF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Compass Financial Group, INC/SD's position in NUVEEN MUNICIPAL CREDIT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NZF was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Compass Financial Group, INC/SD held NZF β€” position size vs. price
% of Fund (quarterly)    NZF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 162,989 +2,051 +1.3% 0.29% $2.1M 2026-02-14 (Est.) $12.89
2025 Q3 REDUCED 160,938 -1,267 -0.8% 0.30% $2.0M 2025-10-23 $12.04
2025 Q2 ADDED 162,205 +79,818 +96.9% 0.32% $1.9M 2025-07-22 $11.06
2025 Q1 REDUCED 82,387 -7,728 -8.6% 0.19% $1.0M 2025-05-13 $11.16
2024 Q4 ADDED 90,115 +1,855 +2.1% 0.21% $1.1M 2025-01-30 $11.35
2024 Q3 REDUCED 88,260 -824 -0.9% 0.23% $1.2M 2024-11-08 $11.30
2024 Q2 ADDED 89,084 +1,056 +1.2% 0.24% $1.1M 2024-07-10 $10.78
2024 Q1 REDUCED 88,028 -1,451 -1.6% 0.25% $1.1M 2024-04-10 $10.16
2023 Q4 REDUCED 89,479 -1,896 -2.1% 0.28% $1.1M 2024-01-08 $10.22
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding NZF

As of 2026 Q1 β€” sorted by position size

Noble Wealth Management PBC 0.09% Marex Group plc 0.02%

FAQ About Compass Financial Group, INC/SD and NZF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Compass Financial Group, INC/SD reported owning NZF?

Compass Financial Group, INC/SD reported NZF across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NZF position in Compass Financial Group, INC/SD's portfolio?

The largest reported portfolio weight for NZF was 0.32% in 2025 Q2.

What is the latest reported NZF position on this page?

The most recent filing on this page is 2025 Q4, when Compass Financial Group, INC/SD reported 162,989 shares, equal to 0.29% of portfolio, with an estimated market value of $2.1M.

What does the chart on this NZF ownership page compare?

The chart compares Compass Financial Group, INC/SD's quarterly NZF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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