Boaz Weinstein’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Boaz Weinstein’s Portfolio JFR Stock Details JFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-300,025	Closed	-$2.26M	–	422
2026 Q1	$2.26M	Buy	+300,025	New	+$2.3M	0.06%	175
2023 Q4	–	Sell	-1,096,352	Closed	-$9M	–	509
2023 Q3	$9M	Buy	1,096,352 +1,026,390	+1,467%	+$8.27M	0.22%	103
2023 Q2	$552K	Buy	+69,962	New	+$562K	0.01%	303
2021 Q4	–	Sell	-237,158	Closed	-$2.39M	–	747
2021 Q3	$2.39M	Sell	237,158 -2,495,074	-91%	-$24.7M	0.06%	350
2021 Q2	$27.4M	Sell	2,732,232 -3,953,213	-59%	-$38.3M	0.78%	22
2021 Q1	$64.6M	Hold	6,685,445	–	–	2.07%	8
2020 Q4	$58.4M	Buy	6,685,445 +3,600	+0.1%	+$30.4K	2.39%	9
2020 Q3	$55.5M	Buy	6,681,845 +1,444,345	+28%	+$11.8M	2.31%	10
2020 Q2	$41.4M	Buy	5,237,500 +2,434,303	+87%	+$18.8M	1.81%	17
2020 Q1	$21.2M	Buy	+2,803,197	New	+$26M	1.11%	24
2019 Q1	–	Sell	-143,887	Closed	-$1.33M	–	139
2018 Q4	$1.33M	Buy	+143,887	New	+$1.41M	0.05%	115
2013 Q4	–	Sell	-22,925	Closed	-$274K	–	214
2013 Q3	$274K	Buy	+22,925	New	+$281K	0.02%	146

Other funds holding JFR

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

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

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Boaz Weinstein's JFR Position: Q2 2026 in Review

Boaz Weinstein sold out of Nuveen Floating Rate Income Fund (JFR) in Q2 2026, closing a stake of 300,025 shares — an estimated $2.26M sold.

Boaz Weinstein first reported a position in JFR in Q3 2013 and held it in 12 quarters. The position peaked at $64.6M in Q1 2021. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

Boaz Weinstein reported no remaining Nuveen Floating Rate Income Fund position as of Q2 2026 after selling out during the quarter.
Boaz Weinstein sold 300,025 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $2.26M.
Boaz Weinstein first reported a position in Nuveen Floating Rate Income Fund in Q3 2013 and held it in 12 quarters.
Boaz Weinstein's Nuveen Floating Rate Income Fund position peaked at $64.6M in Q1 2021.
172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Saba Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.