Nations Financial Group
JRI icon

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

Nations 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 		$410K Sell
38,040
-1,400
-4% -$17.3K 0.02% 573
2026
Q2 		$511K Sell
39,440
-1,000
-2% -$12.8K 0.02% 535
2026
Q1 		$497K Hold
40,440
– – 0.03% 538
2025
Q4 		$550K Buy
40,440
+66
+0.2% +$907 0.03% 501
2025
Q3 		$575K Sell
40,374
-1,632
-4% -$22.1K 0.04% 455
2025
Q2 		$567K Sell
42,006
-765
-2% -$9.8K 0.04% 424
2025
Q1 		$553K Sell
42,771
-955
-2% -$12.1K 0.04% 403
2024
Q4 		$530K Buy
43,726
+276
+0.6% +$3.61K 0.04% 420
2024
Q3 		$594K Buy
43,450
+3,019
+7% +$38.6K 0.04% 395
2024
Q2 		$492K Hold
40,431
– – 0.04% 407
2024
Q1 		$480K Sell
40,431
-550
-1% -$6.39K 0.04% 422
2023
Q4 		$480K Sell
40,981
-1,150
-3% -$12.4K 0.04% 399
2023
Q3 		$447K Sell
42,131
-4,100
-9% -$46K 0.05% 390
2023
Q2 		$528K Sell
46,231
-1,000
-2% -$11.4K 0.05% 369
2023
Q1 		$554K Hold
47,231
– – 0.06% 345
2022
Q4 		$553K Buy
47,231
+200
+0.4% +$2.32K 0.06% 331
2022
Q3 		$524K Buy
47,031
+625
+1% +$8.25K 0.08% 284
2022
Q2 		$607K Sell
46,406
-300
-0.6% -$4.23K 0.08% 267
2022
Q1 		$714K Sell
46,706
-1,000
-2% -$15.1K 0.09% 248
2021
Q4 		$769K Sell
47,706
-500
-1% -$7.77K 0.1% 215
2021
Q3 		$735K Buy
48,206
+9,515
+25% +$152K 0.11% 207
2021
Q2 		$622K Buy
38,691
+1,565
+4% +$24.5K 0.1% 223
2021
Q1 		$547K Sell
37,126
-1,989
-5% -$28K 0.12% 207
2020
Q4 		$526K Buy
39,115
+23
+0.1% +$293 0.14% 186
2020
Q3 		$471K Buy
39,092
+18
+0% +$218 0.15% 178
2020
Q2 		$456K Buy
39,074
+22
+0.1% +$244 0.16% 168
2020
Q1 		$385K Buy
39,052
+20,010
+105% +$325K 0.16% 164
2019
Q4 		$350K Buy
19,042
+13
+0.1% +$232 0.12% 212
2019
Q3 		$342K Buy
+19,029
New +$323K 0.12% 208

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Wolverine Asset Management
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Marks Group Wealth Management
Marks Group Wealth Management Minnetonka, Minnesota $1.14B AUM 14.04% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Closed-End Fund Advisors
Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

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

Nations Financial Group reduced its Nuveen Real Asset Income & Growth Fund (JRI) stake by 3.5% in Q3 2026, selling an estimated $17.3K and leaving 38,040 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #573.

Nations Financial Group first reported a position in JRI in Q3 2019 and has held it in 29 quarters since. The position peaked at $769K in Q4 2021. 36 funds tracked by Wall St. Rank hold JRI as of Q3 2026.

  • Nations Financial Group held 38,040 shares of Nuveen Real Asset Income & Growth Fund worth $410K as of Q3 2026.
  • Nations Financial Group sold 1,400 Nuveen Real Asset Income & Growth Fund shares in Q3 2026, an estimated $17.3K.
  • Nuveen Real Asset Income & Growth Fund made up 0.02% of Nations Financial Group's portfolio in Q3 2026, its #573 holding.
  • Nations Financial Group first reported a position in Nuveen Real Asset Income & Growth Fund in Q3 2019 and has held it in 29 quarters since.
  • Nations Financial Group's Nuveen Real Asset Income & Growth Fund position peaked at $769K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q3 2026.

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