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Crews Bank & Trust’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Crews Bank & Trust’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
2025
Q4 		– Sell
-676
Closed -$5.53K – 641
2025
Q3 		$5.53K Buy
+676
New +$5.69K ﹤0.01% 562

Other funds holding JFR

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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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return

Crews Bank & Trust's JFR Position: Q4 2025 in Review

Crews Bank & Trust sold out of Nuveen Floating Rate Income Fund (JFR) in Q4 2025, closing a stake of 676 shares — an estimated $5.53K sold.

Crews Bank & Trust first reported a position in JFR in Q3 2025 and held it in 1 quarter. The position peaked at $5.53K in Q3 2025. 188 funds tracked by Wall St. Rank hold JFR as of Q4 2025.

  • Crews Bank & Trust reported no remaining Nuveen Floating Rate Income Fund position as of Q4 2025 after selling out during the quarter.
  • Crews Bank & Trust sold 676 Nuveen Floating Rate Income Fund shares in Q4 2025, an estimated $5.53K.
  • Crews Bank & Trust first reported a position in Nuveen Floating Rate Income Fund in Q3 2025 and held it in 1 quarter.
  • Crews Bank & Trust's Nuveen Floating Rate Income Fund position peaked at $5.53K in Q3 2025.
  • 188 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q4 2025.

Based on Crews Bank & Trust's 13F filing for Q4 2025, filed 21 Jan 2026.