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Harbour Investments’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Harbour Investments’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 		$1.88M Buy
245,449
+5,835
+2% +$44.1K 0.03% 565
2026
Q1 		$1.8M Buy
239,614
+115,645
+93% +$887K 0.03% 535
2025
Q4 		$971K Buy
123,969
+17,019
+16% +$134K 0.02% 617
2025
Q3 		$875K Buy
106,950
+6,052
+6% +$50.9K 0.02% 616
2025
Q2 		$855K Buy
100,898
+9,114
+10% +$74.5K 0.02% 584
2025
Q1 		$777K Buy
91,784
+15,397
+20% +$132K 0.02% 563
2024
Q4 		$681K Buy
76,387
+602
+0.8% +$5.39K 0.02% 598
2024
Q3 		$668K Buy
75,785
+2,888
+4% +$25.4K 0.02% 569
2024
Q2 		$631K Buy
72,897
+5,956
+9% +$51.8K 0.02% 538
2024
Q1 		$584K Buy
66,941
+3,057
+5% +$26K 0.02% 540
2023
Q4 		$525K Sell
63,884
-4,858
-7% -$38.8K 0.02% 523
2023
Q3 		$564K Buy
+68,742
New +$554K 0.03% 455
2021
Q4 		– Sell
-6,745
Closed -$68K – 3176
2021
Q3 		$68K Buy
6,745
+30
+0.4% +$297 ﹤0.01% 1587
2021
Q2 		$67K Buy
6,715
+31
+0.5% +$300 ﹤0.01% 1630
2021
Q1 		$65K Buy
+6,684
New +$62.6K ﹤0.01% 1523

Other funds holding JFR

Morgan Stanley
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
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Invesco
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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

Harbour Investments's JFR Position: Q2 2026 in Review

Harbour Investments increased its Nuveen Floating Rate Income Fund (JFR) stake by 2.4% in Q2 2026, buying an estimated $44.1K and bringing the position to 245,449 shares worth $1.88M. The position accounts for 0.03% of the portfolio, ranked #565.

Harbour Investments first reported a position in JFR in Q1 2021 and has held it in 15 quarters since. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

  • Harbour Investments held 245,449 shares of Nuveen Floating Rate Income Fund worth $1.88M as of Q2 2026.
  • Harbour Investments bought 5,835 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $44.1K.
  • Nuveen Floating Rate Income Fund made up 0.03% of Harbour Investments's portfolio in Q2 2026, its #565 holding.
  • Harbour Investments first reported a position in Nuveen Floating Rate Income Fund in Q1 2021 and has held it in 15 quarters since.
  • 172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.