Coastal Bridge Advisors’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Coastal Bridge Advisors’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 Q1	$3.06M	Sell	406,970 -46,858	-10%	-$359K	0.22%	104
2025 Q4	$3.55M	Sell	453,828 -80,941	-15%	-$639K	0.26%	91
2025 Q3	$4.37M	Sell	534,769 -237	-0%	-$2K	0.33%	79
2025 Q2	$4.53M	Buy	+535,006	New	+$4.37M	0.37%	71
2025 Q1	–	Sell	-463,580	Closed	-$4.14M	–	332
2024 Q4	$4.14M	Sell	463,580 -14,442	-3%	-$129K	1.04%	24
2024 Q3	$4.22M	Buy	478,022 +35,568	+8%	+$313K	1.04%	23
2024 Q2	$3.83M	Buy	442,454 +103,719	+31%	+$903K	0.95%	25
2024 Q1	$2.96M	Buy	338,735 +124,645	+58%	+$1.06M	0.68%	30
2023 Q4	$1.76M	Buy	214,090 +89,601	+72%	+$716K	0.45%	41
2023 Q3	$1.02M	Buy	+124,489	New	+$1M	0.27%	60
2017 Q2	–	Sell	-11,968	Closed	-$138K	–	112
2017 Q1	$138K	Buy	+11,968	New	+$142K	0.05%	86

Other funds holding JFR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

CPC

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Coastal Bridge Advisors's JFR Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its Nuveen Floating Rate Income Fund (JFR) stake by 10% in Q1 2026, selling an estimated $359K and leaving 406,970 shares worth $3.06M. The position accounts for 0.22% of the portfolio, ranked #104.

Coastal Bridge Advisors first reported a position in JFR in Q1 2017 and has held it in 11 quarters since. The position peaked at $4.53M in Q2 2025. 185 funds tracked by Wall St. Rank hold JFR as of Q1 2026.

Coastal Bridge Advisors held 406,970 shares of Nuveen Floating Rate Income Fund worth $3.06M as of Q1 2026.
Coastal Bridge Advisors sold 46,858 Nuveen Floating Rate Income Fund shares in Q1 2026, an estimated $359K.
Nuveen Floating Rate Income Fund made up 0.22% of Coastal Bridge Advisors's portfolio in Q1 2026, its #104 holding.
Coastal Bridge Advisors first reported a position in Nuveen Floating Rate Income Fund in Q1 2017 and has held it in 11 quarters since.
Coastal Bridge Advisors's Nuveen Floating Rate Income Fund position peaked at $4.53M in Q2 2025.
185 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.