Truist Financial
JPC icon

Truist Financial’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Truist Financial’s Portfolio JPC Stock Details JPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.06M Buy
895,417
+7,194
+0.8% +$56.6K 0.01% 768
2026
Q1 		$6.7M Buy
888,223
+100,313
+13% +$811K 0.01% 742
2025
Q4 		$6.39M Sell
787,910
-240,219
-23% -$1.95M 0.01% 755
2025
Q3 		$8.43M Buy
1,028,129
+529,273
+106% +$4.29M 0.01% 673
2025
Q2 		$4M Buy
498,856
+174,359
+54% +$1.35M 0.01% 962
2025
Q1 		$2.58M Sell
324,497
-2,416
-0.7% -$19.3K ﹤0.01% 1108
2024
Q4 		$2.57M Sell
326,913
-3,982
-1% -$32K ﹤0.01% 1116
2024
Q3 		$2.67M Sell
330,895
-16,649
-5% -$129K ﹤0.01% 1109
2024
Q2 		$2.6M Buy
347,544
+13,099
+4% +$94.1K ﹤0.01% 1155
2024
Q1 		$2.4M Buy
334,445
+19,435
+6% +$138K ﹤0.01% 1194
2023
Q4 		$2.13M Buy
315,010
+127,676
+68% +$812K ﹤0.01% 1226
2023
Q3 		$1.19M Sell
187,334
-13,310
-7% -$85.9K ﹤0.01% 1487
2023
Q2 		$1.3M Buy
200,644
+6,185
+3% +$39.2K ﹤0.01% 1453
2023
Q1 		$1.28M Sell
194,459
-15,059
-7% -$110K ﹤0.01% 1443
2022
Q4 		$1.53M Sell
209,518
-2,643
-1% -$19.2K ﹤0.01% 1338
2022
Q3 		$1.48M Buy
212,161
+1,024
+0.5% +$8K ﹤0.01% 1344
2022
Q2 		$1.61M Sell
211,137
-8,620
-4% -$68.8K ﹤0.01% 1325
2022
Q1 		$1.89M Sell
219,757
-2,003
-0.9% -$17.8K ﹤0.01% 1319
2021
Q4 		$2.17M Buy
221,760
+111,896
+102% +$1.08M ﹤0.01% 1264
2021
Q3 		$1.09M Buy
109,864
+86,249
+365% +$861K ﹤0.01% 1550
2021
Q2 		$236K Sell
23,615
-3,898
-14% -$38K ﹤0.01% 2507
2021
Q1 		$261K Buy
27,513
+4,687
+21% +$43.2K ﹤0.01% 2372
2020
Q4 		$216K Sell
22,826
-315
-1% -$2.8K ﹤0.01% 2351
2020
Q3 		$196K Buy
23,141
+3,578
+18% +$30.8K ﹤0.01% 2267
2020
Q2 		$161K Sell
19,563
-3,536
-15% -$28.2K ﹤0.01% 2232
2020
Q1 		$169K Sell
23,099
-350
-1% -$3.32K ﹤0.01% 2164
2019
Q4 		$245K Buy
+23,449
New +$238K ﹤0.01% 2265

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Truist Financial's JPC Position: Q2 2026 in Review

Truist Financial increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.81% in Q2 2026, buying an estimated $56.6K and bringing the position to 895,417 shares worth $7.06M. The position accounts for 0.01% of the portfolio, ranked #768.

Truist Financial first reported a position in JPC in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.43M in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Truist Financial held 895,417 shares of Nuveen Preferred & Income Opportunities Fund worth $7.06M as of Q2 2026.
  • Truist Financial bought 7,194 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $56.6K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of Truist Financial's portfolio in Q2 2026, its #768 holding.
  • Truist Financial first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's Nuveen Preferred & Income Opportunities Fund position peaked at $8.43M in Q3 2025.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.