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Patriot Financial Group Insurance Agency’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Patriot Financial Group Insurance Agency’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 		$301K Sell
23,241
-23,015
-50% -$296K 0.03% 385
2026
Q1 		$569K Buy
46,256
+23,340
+102% +$304K 0.03% 407
2025
Q4 		$312K Sell
22,916
-47
-0.2% -$646 0.04% 378
2025
Q3 		$327K Sell
22,963
-420
-2% -$5.68K 0.04% 366
2025
Q2 		$316K Buy
23,383
+518
+2% +$6.62K 0.04% 395
2025
Q1 		$296K Sell
22,865
-669
-3% -$8.51K 0.04% 382
2024
Q4 		$285K Sell
23,534
-640
-3% -$8.37K 0.04% 379
2024
Q3 		$330K Buy
24,174
+2,620
+12% +$33.5K 0.04% 365
2024
Q2 		$262K Sell
21,554
-1,177
-5% -$13.6K 0.04% 399
2024
Q1 		$270K Buy
22,731
+3,863
+20% +$44.9K 0.04% 393
2023
Q4 		$221K Sell
18,868
-4,978
-21% -$53.6K 0.04% 402
2023
Q3 		$253K Sell
23,846
-787
-3% -$8.82K 0.05% 364
2023
Q2 		$281K Sell
24,633
-2,457
-9% -$28.1K 0.05% 351
2023
Q1 		$318K Sell
27,090
-2,276
-8% -$27.6K 0.06% 320
2022
Q4 		$344K Buy
29,366
+172
+0.6% +$2K 0.05% 289
2022
Q3 		$326K Sell
29,194
-5,967
-17% -$78.8K 0.08% 280
2022
Q2 		$460K Sell
35,161
-10,362
-23% -$146K 0.09% 215
2022
Q1 		$696K Sell
45,523
-3,547
-7% -$53.5K 0.12% 187
2021
Q4 		$791K Sell
49,070
-22
-0% -$342 0.13% 165
2021
Q3 		$749K Buy
49,092
+271
+0.6% +$4.33K 0.13% 172
2021
Q2 		$785K Sell
48,821
-288
-0.6% -$4.5K 0.14% 157
2021
Q1 		$723K Buy
49,109
+839
+2% +$11.8K 0.17% 146
2020
Q4 		$650K Buy
48,270
+1,452
+3% +$18.5K 0.16% 139
2020
Q3 		$565K Buy
46,818
+583
+1% +$7.07K 0.18% 118
2020
Q2 		$540K Buy
46,235
+1,900
+4% +$21.1K 0.21% 111
2020
Q1 		$438K Buy
44,335
+2,440
+6% +$39.7K 0.2% 104
2019
Q4 		$769K Buy
41,895
+512
+1% +$9.15K 0.29% 67
2019
Q3 		$725K Sell
41,383
-20
-0% -$340 0.33% 59
2019
Q2 		$701K Buy
41,403
+750
+2% +$12.2K 0.3% 54
2019
Q1 		$652K Buy
40,653
+4,592
+13% +$70.6K 0.33% 49
2018
Q4 		$492K Sell
36,061
-2,186
-6% -$32.4K 0.32% 53
2018
Q3 		$616K Buy
38,247
+12,865
+51% +$210K 0.37% 42
2018
Q2 		$410K Buy
25,382
+2,004
+9% +$32.7K 0.44% 44
2018
Q1 		$376K Buy
23,378
+1,905
+9% +$32.3K 0.28% 77
2017
Q4 		$389K Buy
21,473
+1,807
+9% +$32K 0.29% 73
2017
Q3 		$354K Buy
19,666
+8,475
+76% +$153K 0.32% 65
2017
Q2 		$198K Buy
11,191
+334
+3% +$5.83K 0.21% 99
2017
Q1 		$189K Buy
10,857
+2,934
+37% +$49.2K 0.2% 92
2016
Q4 		$131K Buy
+7,923
New +$128K 0.18% 114

Other funds holding JRI

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

Patriot Financial Group Insurance Agency's JRI Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Nuveen Real Asset Income & Growth Fund (JRI) stake by 50% in Q2 2026, selling an estimated $296K and leaving 23,241 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #385.

Patriot Financial Group Insurance Agency first reported a position in JRI in Q4 2016 and has held it in 39 quarters since. The position peaked at $791K in Q4 2021. 43 funds tracked by Wall St. Rank hold JRI as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 23,241 shares of Nuveen Real Asset Income & Growth Fund worth $301K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 23,015 Nuveen Real Asset Income & Growth Fund shares in Q2 2026, an estimated $296K.
  • Nuveen Real Asset Income & Growth Fund made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #385 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Nuveen Real Asset Income & Growth Fund position peaked at $791K in Q4 2021.
  • 43 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.