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Community Financial Services Group’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Community Financial Services Group’s Portfolio JRI Stock Details JRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.9K Hold
1,000
– – ﹤0.01% 358
2026
Q1 		$12.5K Buy
+1,000
New +$13K ﹤0.01% 302

Other funds holding JRI

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Community Financial Services Group's JRI Position: Q2 2026 in Review

Community Financial Services Group held its Nuveen Real Asset Income & Growth Fund (JRI) position steady in Q2 2026 at 1,000 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Community Financial Services Group first reported a position in JRI in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold JRI as of Q2 2026.

  • Community Financial Services Group held 1,000 shares of Nuveen Real Asset Income & Growth Fund worth $12.9K as of Q2 2026.
  • Community Financial Services Group left its Nuveen Real Asset Income & Growth Fund share count unchanged in Q2 2026.
  • Nuveen Real Asset Income & Growth Fund made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #358 holding.
  • Community Financial Services Group first reported a position in Nuveen Real Asset Income & Growth Fund in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.