BFC Planning, Inc.’s Nuveen Floating Rate Income Fund JFR Stock Holding History

BFC Planning, Inc.’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	$388K	Buy	50,559 +6,252	+14%	+$47.3K	0.02%	700
2026 Q1	$333K	Buy	44,307 +5,950	+16%	+$45.6K	0.01%	690
2025 Q4	$300K	Buy	38,357 +296	+0.8%	+$2.34K	0.01%	713
2025 Q3	$311K	Buy	38,061 +6,808	+22%	+$57.3K	0.02%	519
2025 Q2	$265K	Buy	31,253 +7,249	+30%	+$59.3K	0.02%	525
2025 Q1	$203K	Buy	24,004 +6,549	+38%	+$56.1K	0.02%	602
2024 Q4	$156K	Buy	+17,455	New	+$156K	0.01%	701

Other funds holding JFR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 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

Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 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

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

BFC Planning, Inc.'s JFR Position: Q2 2026 in Review

BFC Planning, Inc. increased its Nuveen Floating Rate Income Fund (JFR) stake by 14% in Q2 2026, buying an estimated $47.3K and bringing the position to 50,559 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #700.

BFC Planning, Inc. first reported a position in JFR in Q4 2024 and has held it in 7 quarters since. 175 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

BFC Planning, Inc. held 50,559 shares of Nuveen Floating Rate Income Fund worth $388K as of Q2 2026.
BFC Planning, Inc. bought 6,252 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $47.3K.
Nuveen Floating Rate Income Fund made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #700 holding.
BFC Planning, Inc. first reported a position in Nuveen Floating Rate Income Fund in Q4 2024 and has held it in 7 quarters since.
175 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.