Farther Finance Advisors’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Farther Finance 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	$135K	Sell	17,651 -175	-1%	-$1.32K	﹤0.01%	2500
2026 Q1	$133K	Buy	17,826 +631	+4%	+$4.84K	﹤0.01%	2304
2025 Q4	$135K	Buy	17,195 +2,168	+14%	+$17.1K	﹤0.01%	2159
2025 Q3	$123K	Sell	15,027 -260	-2%	-$2.19K	﹤0.01%	1903
2025 Q2	$129K	Buy	15,287 +48	+0.3%	+$392	﹤0.01%	1624
2025 Q1	$129K	Sell	15,239 -5,941	-28%	-$50.9K	﹤0.01%	1416
2024 Q4	$189K	Sell	21,180 -11,942	-36%	-$107K	0.01%	1013
2024 Q3	$292K	Sell	33,122 -1,118	-3%	-$9.83K	0.01%	844
2024 Q2	$300K	Buy	34,240 +10,662	+45%	+$92.8K	0.01%	674
2024 Q1	$206K	Buy	23,578 +10,638	+82%	+$90.5K	0.01%	674
2023 Q4	$106K	Sell	12,940 -21,756	-63%	-$174K	0.01%	781
2023 Q3	$285K	Buy	+34,696	New	+$280K	0.04%	309

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

Farther Finance Advisors's JFR Position: Q2 2026 in Review

Farther Finance Advisors reduced its Nuveen Floating Rate Income Fund (JFR) stake by 0.98% in Q2 2026, selling an estimated $1.32K and leaving 17,651 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #2500.

Farther Finance Advisors first reported a position in JFR in Q3 2023 and has held it in 12 quarters since. The position peaked at $300K in Q2 2024. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

Farther Finance Advisors held 17,651 shares of Nuveen Floating Rate Income Fund worth $135K as of Q2 2026.
Farther Finance Advisors sold 175 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $1.32K.
Nuveen Floating Rate Income Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2500 holding.
Farther Finance Advisors first reported a position in Nuveen Floating Rate Income Fund in Q3 2023 and has held it in 12 quarters since.
Farther Finance Advisors's Nuveen Floating Rate Income Fund position peaked at $300K in Q2 2024.
172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.