Dumont & Blake Investment Advisors’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Dumont & Blake 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	$85.4K	Buy	+11,130	New	+$84.1K	0.02%	199

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

Dumont & Blake Investment Advisors's JFR Position: Q2 2026 in Review

Dumont & Blake Investment Advisors opened a new position in Nuveen Floating Rate Income Fund (JFR) in Q2 2026: 11,130 shares worth $85.4K. The stake represents 0.02% of the portfolio and ranks #199 among its holdings.

172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

Dumont & Blake Investment Advisors held 11,130 shares of Nuveen Floating Rate Income Fund worth $85.4K as of Q2 2026.
Nuveen Floating Rate Income Fund was a new Dumont & Blake Investment Advisors position in Q2 2026.
Nuveen Floating Rate Income Fund made up 0.02% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #199 holding.
172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.