Post Resch Tallon Group Inc.
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 2054476
PITTSFORD, NY
Position in JPC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$110,832
+$4,782 QoQ
Shares Held
14,065
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#218
of 328 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Post Resch Tallon Group Inc. holds $3,530,359 across 11 Asset Management names. JPC ranks #9 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
78,545 | $1,086,277 | |
| 2 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
53,606 | $525,874 | |
| 3 | HPS |
John Hancock Preferred Income Fund III
|
25,836 | $375,655 | |
| 4 | EVG |
Eaton Vance Short Duration Diversified Income Fund
|
34,607 | $373,063 | |
| 5 | OPP |
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
|
39,418 | $304,306 | |
| 6 | ADX |
Adams Diversified Equity Fund, Inc.
|
9,921 | $253,481 | |
| 7 | UTG |
Reaves Utility Income Fund
|
5,025 | $204,618 | |
| 8 | BCX |
BlackRock Resources & Commodities Strategy Trust
|
11,275 | $127,520 |
All Filings in JPC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,832 | 14,065 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $106,050 | 14,065 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $118,081 | 14,560 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $119,392 | 14,560 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $116,771 | 14,560 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $115,897 | 14,560 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $120,234 | 15,297 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||