Concurrent Investment Advisors’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Concurrent Investment 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	$315K	Buy	41,091 +1,509	+4%	+$11.4K	﹤0.01%	1664
2026 Q1	$298K	Buy	39,582 +54	+0.1%	+$414	﹤0.01%	1511
2025 Q4	$310K	Sell	39,528 -625	-2%	-$4.93K	﹤0.01%	1378
2025 Q3	$328K	Sell	40,153 -15,868	-28%	-$134K	0.01%	1114
2025 Q2	$474K	Buy	56,021 +4,354	+8%	+$35.6K	0.01%	868
2025 Q1	$438K	Buy	51,667 +1,489	+3%	+$12.8K	0.01%	782
2024 Q4	$448K	Hold	50,178	–	–	0.01%	699
2024 Q3	$443K	Sell	50,178 -125	-0.2%	-$1.1K	0.01%	653
2024 Q2	$435K	Sell	50,303 -1	-0%	-$9	0.01%	636
2024 Q1	$439K	Sell	50,304 -1,465	-3%	-$12.5K	0.02%	582
2023 Q4	$426K	Buy	+51,769	New	+$414K	0.02%	533

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

Concurrent Investment Advisors's JFR Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Nuveen Floating Rate Income Fund (JFR) stake by 3.8% in Q2 2026, buying an estimated $11.4K and bringing the position to 41,091 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #1664.

Concurrent Investment Advisors first reported a position in JFR in Q4 2023 and has held it in 11 quarters since. The position peaked at $474K in Q2 2025. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

Concurrent Investment Advisors held 41,091 shares of Nuveen Floating Rate Income Fund worth $315K as of Q2 2026.
Concurrent Investment Advisors bought 1,509 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $11.4K.
Nuveen Floating Rate Income Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1664 holding.
Concurrent Investment Advisors first reported a position in Nuveen Floating Rate Income Fund in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Nuveen Floating Rate Income Fund position peaked at $474K in Q2 2025.
172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.