Baird Financial Group, Inc.
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1648711
MILWAUKEE, WI
Position in JPC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$252,270
+$10,885 QoQ
Shares Held
32,014
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#139
of 328 holders
Holding Since
Mar 2021
22 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, 2026Baird Financial Group, Inc. holds $552,837,042 across 161 Asset Management names. JPC ranks #137 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
156,897 | $150,865,879 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
841,648 | $33,859,498 | |
| 3 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
698,181 | $27,263,968 | |
| 4 | DNP |
Dnp Select Income Fund Inc
|
2,151,985 | $23,219,917 | |
| 5 | ARCC |
Ares Capital Corp
|
1,177,508 | $21,819,223 | |
| 6 | BX |
Blackstone Inc.
|
152,859 | $17,986,918 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
468,513 | $14,135,037 | |
| 8 | TROW |
Price T Rowe Group Inc
|
100,509 | $11,426,868 |
All Filings in JPC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,270 | 32,014 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $241,385 | 32,014 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $270,841 | 33,396 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $275,486 | 33,596 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $139,195 | 17,356 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $132,183 | 16,606 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,760,369 | 351,192 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,910,633 | 484,589 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,565,169 | 477,265 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,467,916 | 482,325 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,072,514 | 158,656 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $142,494 | 22,511 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $152,027 | 23,461 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $157,663 | 23,961 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $174,436 | 23,961 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $153,323 | 22,061 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $168,766 | 22,061 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $206,366 | 24,052 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $221,405 | 22,685 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $219,631 | 22,185 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $118,223 | 11,846 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $98,420 | 10,371 | Shares | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||