WHITTIER TRUST CO OF NEVADA INC
BankPosition in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1263548
RENO, NV
Position in JPC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$113,408
-$2,609 QoQ
Shares Held
14,392
-6.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#215
of 328 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WHITTIER TRUST CO OF NEVADA INC holds $52,451,236 across 92 Asset Management names. JPC ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
194,465 | $22,882,695 | |
| 2 | KKR |
KKR & Co. Inc.
|
152,294 | $13,977,542 | |
| 3 | BLK |
BlackRock, Inc.
|
7,067 | $6,795,343 | |
| 4 | ARES |
Ares Management Corp
|
38,069 | $4,237,460 | |
| 5 | STT |
State Street Corp
|
5,206 | $882,937 | |
| 6 | SBI |
Western Asset Intermediate Muni Fund Inc.
|
79,576 | $626,263 | |
| 7 | AMP |
Ameriprise Financial Inc
|
1,179 | $540,877 | |
| 8 | FHI |
Federated Hermes, Inc.
|
9,000 | $496,980 |
All Filings in JPC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,408 | 14,392 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $116,017 | 15,387 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $40,087 | 4,943 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $40,532 | 4,943 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $39,642 | 4,943 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $39,346 | 4,943 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $38,851 | 4,943 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $39,890 | 4,943 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $36,931 | 4,944 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $35,547 | 4,944 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $33,421 | 4,944 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||