Patriot Financial Group Insurance Agency, LLC
InsurancePosition in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1694883
Westborough, MA
Position in JPC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$269,953
-$250,080 QoQ
Shares Held
34,258
-50.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#135
of 328 holders
Holding Since
Mar 2020
21 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, 2026Patriot Financial Group Insurance Agency, LLC holds $8,524,096 across 17 Asset Management names. JPC ranks #10 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSCO |
FS Credit Opportunities Corp.
|
348,260 | $1,737,817 | |
| 2 | BLK |
BlackRock, Inc.
|
1,146 | $1,101,947 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
82,090 | $1,067,990 | |
| 4 | TROW |
Price T Rowe Group Inc
|
8,722 | $991,604 | |
| 5 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
25,466 | $474,686 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,004 | $460,595 | |
| 7 | BX |
Blackstone Inc.
|
3,563 | $419,258 | |
| 8 | JRI |
Nuveen Real Asset Income & Growth Fund
|
23,241 | $301,203 |
All Filings in JPC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,953 | 34,258 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $520,033 | 68,970 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $279,673 | 34,485 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $283,785 | 34,608 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $261,764 | 32,639 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $264,988 | 33,290 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $261,620 | 33,285 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $268,521 | 33,274 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $244,179 | 32,688 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $273,033 | 37,974 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $267,986 | 39,643 | Shares | Sole | 2024-01-19 | |
| 2022-06-30 | $57,428 | 7,507 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $64,410 | 7,507 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $108,911 | 11,159 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $110,474 | 11,159 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $111,366 | 11,159 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $105,898 | 11,159 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $106,010 | 11,159 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $94,739 | 11,159 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $94,735 | 11,511 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $84,358 | 11,493 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||