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 Q2	$3.18M	Buy	414,174 +7,204	+2%	+$54.5K	0.2%	114
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	Sell	535,006 -30,573	-5%	-$250K	0.37%	71
2025 Q1	$4.79M	Buy	565,579 +101,999	+22%	+$874K	0.43%	58
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 $1.89T 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

Coastal Bridge Advisors's JFR Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Nuveen Floating Rate Income Fund (JFR) stake by 1.8% in Q2 2026, buying an estimated $54.5K and bringing the position to 414,174 shares worth $3.18M. The position accounts for 0.2% of the portfolio, ranked #114.

Coastal Bridge Advisors first reported a position in JFR in Q1 2017 and has held it in 13 quarters since. The position peaked at $4.79M in Q1 2025. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

Coastal Bridge Advisors held 414,174 shares of Nuveen Floating Rate Income Fund worth $3.18M as of Q2 2026.
Coastal Bridge Advisors bought 7,204 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $54.5K.
Nuveen Floating Rate Income Fund made up 0.2% of Coastal Bridge Advisors's portfolio in Q2 2026, its #114 holding.
Coastal Bridge Advisors first reported a position in Nuveen Floating Rate Income Fund in Q1 2017 and has held it in 13 quarters since.
Coastal Bridge Advisors's Nuveen Floating Rate Income Fund position peaked at $4.79M in Q1 2025.
172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.