Atlantic Union Bankshares’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Atlantic Union Bankshares’s Portfolio JPC Stock Details JPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.8K	Buy	1,500 +752	+101%	+$5.91K	﹤0.01%	1297
2026 Q1	$5.64K	Hold	748	–	–	﹤0.01%	1409
2025 Q4	$6.07K	Sell	748 -2	-0.3%	-$16	﹤0.01%	1353
2025 Q3	$6.15K	Buy	+750	New	+$6.08K	﹤0.01%	1343

Other funds holding JPC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Atlantic Union Bankshares's JPC Position: Q2 2026 in Review

Atlantic Union Bankshares increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 101% in Q2 2026, buying an estimated $5.91K and bringing the position to 1,500 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Atlantic Union Bankshares first reported a position in JPC in Q3 2025 and has held it in 4 quarters since. 330 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Atlantic Union Bankshares held 1,500 shares of Nuveen Preferred & Income Opportunities Fund worth $11.8K as of Q2 2026.
Atlantic Union Bankshares bought 752 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $5.91K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #1297 holding.
Atlantic Union Bankshares first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
330 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.