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

Larson Financial 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 Q3	$31K	Hold	2,875	–	–	﹤0.01%	1848
2026 Q2	$37.3K	Hold	2,875	–	–	﹤0.01%	1655
2026 Q1	$35.4K	Buy	2,875 +200	+7%	+$2.6K	﹤0.01%	1545
2025 Q4	$36.4K	Hold	2,675	–	–	﹤0.01%	1406
2025 Q3	$38.1K	Hold	2,675	–	–	﹤0.01%	1282
2025 Q2	$36.1K	Hold	2,675	–	–	﹤0.01%	1209
2025 Q1	$34.6K	Hold	2,675	–	–	﹤0.01%	1161
2024 Q4	$32.4K	Buy	2,675 +1,611	+151%	+$21.1K	﹤0.01%	1043
2024 Q3	$14.5K	Hold	1,064	–	–	﹤0.01%	1331
2024 Q2	$12.9K	Hold	1,064	–	–	﹤0.01%	1187
2024 Q1	$12.6K	Buy	1,064 +264	+33%	+$3.07K	﹤0.01%	991
2023 Q4	$9.38K	Hold	800	–	–	﹤0.01%	1036
2023 Q3	$8.5K	Hold	800	–	–	﹤0.01%	1044
2023 Q2	$9.14K	Buy	800 +300	+60%	+$3.43K	﹤0.01%	964
2023 Q1	$5.87K	Hold	500	–	–	﹤0.01%	1053
2022 Q4	$5.85K	Hold	500	–	–	﹤0.01%	997
2022 Q3	$6K	Hold	500	–	–	﹤0.01%	919
2022 Q2	$7K	Hold	500	–	–	﹤0.01%	798
2022 Q1	$8K	Hold	500	–	–	﹤0.01%	705
2021 Q4	$8K	Buy	+500	New	+$7.77K	﹤0.01%	727

Other funds holding JRI

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Larson Financial Group's JRI Position: Q3 2026 in Review

Larson Financial Group held its Nuveen Real Asset Income & Growth Fund (JRI) position steady in Q3 2026 at 2,875 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #1848.

Larson Financial Group first reported a position in JRI in Q4 2021 and has held it in 20 quarters since. The position peaked at $38.1K in Q3 2025. 77 funds tracked by Wall St. Rank hold JRI as of Q3 2026.

Larson Financial Group held 2,875 shares of Nuveen Real Asset Income & Growth Fund worth $31K as of Q3 2026.
Larson Financial Group left its Nuveen Real Asset Income & Growth Fund share count unchanged in Q3 2026.
Nuveen Real Asset Income & Growth Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1848 holding.
Larson Financial Group first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2021 and has held it in 20 quarters since.
Larson Financial Group's Nuveen Real Asset Income & Growth Fund position peaked at $38.1K in Q3 2025.
77 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.