HPCM
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Hunter Perkins Capital Management’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Hunter Perkins Capital Management’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 		$114K Buy
14,695
+1,511
+11% +$11.4K 0.03% 146
2026
Q1 		$100K Buy
+13,184
New +$101K 0.02% 140

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

Hunter Perkins Capital Management's JFR Position: Q2 2026 in Review

Hunter Perkins Capital Management increased its Nuveen Floating Rate Income Fund (JFR) stake by 11% in Q2 2026, buying an estimated $11.4K and bringing the position to 14,695 shares worth $114K. The position accounts for 0.03% of the portfolio, ranked #146.

Hunter Perkins Capital Management first reported a position in JFR in Q1 2026 and has held it in 2 quarters since. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

  • Hunter Perkins Capital Management held 14,695 shares of Nuveen Floating Rate Income Fund worth $114K as of Q2 2026.
  • Hunter Perkins Capital Management bought 1,511 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $11.4K.
  • Nuveen Floating Rate Income Fund made up 0.03% of Hunter Perkins Capital Management's portfolio in Q2 2026, its #146 holding.
  • Hunter Perkins Capital Management first reported a position in Nuveen Floating Rate Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Hunter Perkins Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.