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

Newbridge 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
2025 Q4	–	Sell	-2,973	Closed	-$42.4K	–	1328
2025 Q3	$42.4K	Buy	2,973 +38	+1%	+$514	0.01%	550
2025 Q2	$39.6K	Buy	+2,935	New	+$37.5K	0.01%	552
2021 Q3	–	Sell	-1,687	Closed	-$27K	–	1503
2021 Q2	$27K	Hold	1,687	–	–	0.02%	683
2021 Q1	$25K	Hold	1,687	–	–	0.02%	627
2020 Q4	$23K	Hold	1,687	–	–	0.02%	506
2020 Q3	$20K	Buy	+1,687	New	+$20.5K	0.02%	504

Other funds holding JRI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Newbridge Financial Services Group's JRI Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q4 2025, closing a stake of 2,973 shares — an estimated $42.4K sold.

Newbridge Financial Services Group first reported a position in JRI in Q3 2020 and held it in 6 quarters. The position peaked at $42.4K in Q3 2025. 80 funds tracked by Wall St. Rank hold JRI as of Q4 2025.

Newbridge Financial Services Group reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 2,973 Nuveen Real Asset Income & Growth Fund shares in Q4 2025, an estimated $42.4K.
Newbridge Financial Services Group first reported a position in Nuveen Real Asset Income & Growth Fund in Q3 2020 and held it in 6 quarters.
Newbridge Financial Services Group's Nuveen Real Asset Income & Growth Fund position peaked at $42.4K in Q3 2025.
80 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.