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

VeraBank’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	$108K	Hold	13,658	–	–	0.02%	167
2026 Q1	$103K	Hold	13,658	–	–	0.02%	173
2025 Q4	$111K	Hold	13,658	–	–	0.02%	180
2025 Q3	$112K	Hold	13,658	–	–	0.02%	184
2025 Q2	$110K	Hold	13,658	–	–	0.02%	187
2025 Q1	$109K	Hold	13,658	–	–	0.03%	144
2024 Q4	$107K	Hold	13,658	–	–	0.03%	146
2024 Q3	$110K	Hold	13,658	–	–	0.03%	146
2024 Q2	$102K	Hold	13,658	–	–	0.03%	144
2024 Q1	$98.2K	Hold	13,658	–	–	0.03%	144
2023 Q4	$92.3K	Buy	+13,658	New	+$86.9K	0.03%	141

Other funds holding JPC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

VeraBank's JPC Position: Q2 2026 in Review

VeraBank held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 13,658 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #167.

VeraBank first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $112K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

VeraBank held 13,658 shares of Nuveen Preferred & Income Opportunities Fund worth $108K as of Q2 2026.
VeraBank left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.02% of VeraBank's portfolio in Q2 2026, its #167 holding.
VeraBank first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
VeraBank's Nuveen Preferred & Income Opportunities Fund position peaked at $112K in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on VeraBank's 13F filing for Q2 2026, filed 6 Aug 2026.