Cyndeo Wealth Partners’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Cyndeo Wealth Partners’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	$13.5M	Buy	1,795,370 +265,100	+17%	+$2.03M	0.71%	37
2025 Q4	$12M	Sell	1,530,270 -210,700	-12%	-$1.66M	0.65%	38
2025 Q3	$14.2M	Sell	1,740,970 -67,350	-4%	-$567K	0.79%	33
2025 Q2	$15.3M	Buy	1,808,320 +364,320	+25%	+$2.98M	0.91%	27
2025 Q1	$12.2M	Buy	1,444,000 +1,021,050	+241%	+$8.75M	0.8%	29
2024 Q4	$3.77M	Sell	422,950 -134,500	-24%	-$1.2M	0.26%	101
2024 Q3	$4.92M	Buy	557,450 +80,981	+17%	+$712K	0.34%	84
2024 Q2	$4.12M	Buy	476,469 +59,019	+14%	+$514K	0.32%	91
2024 Q1	$3.64M	Buy	417,450 +30,000	+8%	+$255K	0.3%	99
2023 Q4	$3.18M	Buy	+387,450	New	+$3.1M	0.29%	99

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

Cyndeo Wealth Partners's JFR Position: Q1 2026 in Review

Cyndeo Wealth Partners increased its Nuveen Floating Rate Income Fund (JFR) stake by 17% in Q1 2026, buying an estimated $2.03M and bringing the position to 1,795,370 shares worth $13.5M. The position accounts for 0.71% of the portfolio, ranked #37.

Cyndeo Wealth Partners first reported a position in JFR in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.3M in Q2 2025. 185 funds tracked by Wall St. Rank hold JFR as of Q1 2026.

Cyndeo Wealth Partners held 1,795,370 shares of Nuveen Floating Rate Income Fund worth $13.5M as of Q1 2026.
Cyndeo Wealth Partners bought 265,100 Nuveen Floating Rate Income Fund shares in Q1 2026, an estimated $2.03M.
Nuveen Floating Rate Income Fund made up 0.71% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #37 holding.
Cyndeo Wealth Partners first reported a position in Nuveen Floating Rate Income Fund in Q4 2023 and has held it in 10 quarters since.
Cyndeo Wealth Partners's Nuveen Floating Rate Income Fund position peaked at $15.3M in Q2 2025.
185 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.