IFG
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Independent Financial Group’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Independent Financial Group’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 		$488K Sell
63,591
-17,062
-21% -$129K 0.01% 1006
2026
Q1 		$607K Sell
80,653
-13,655
-14% -$105K 0.01% 833
2025
Q4 		$738K Sell
94,308
-16,571
-15% -$131K 0.02% 735
2025
Q3 		$907K Buy
110,879
+490
+0.4% +$4.13K 0.02% 628
2025
Q2 		$935K Buy
110,389
+1,107
+1% +$9.05K 0.03% 567
2025
Q1 		$926K Sell
109,282
-26,715
-20% -$229K 0.03% 505
2024
Q4 		$1.21M Buy
135,997
+19,178
+16% +$172K 0.04% 421
2024
Q3 		$1.03M Sell
116,819
-23,943
-17% -$210K 0.04% 440
2024
Q2 		$1.22M Buy
140,762
+11,417
+9% +$99.3K 0.05% 345
2024
Q1 		$1.13M Buy
129,345
+1,054
+0.8% +$8.96K 0.05% 344
2023
Q4 		$1.05M Sell
128,291
-5,121
-4% -$40.9K 0.06% 347
2023
Q3 		$1.1M Buy
133,412
+68,701
+106% +$554K 0.07% 297
2023
Q2 		$511K Buy
64,711
+26,454
+69% +$213K 0.04% 478
2023
Q1 		$314K Buy
38,257
+20,686
+118% +$172K 0.03% 588
2022
Q4 		$139K Buy
17,571
+5,945
+51% +$48.5K 0.01% 745
2022
Q3 		$94.3K Buy
+11,626
New +$100K 0.01% 714

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

Independent Financial Group's JFR Position: Q2 2026 in Review

Independent Financial Group reduced its Nuveen Floating Rate Income Fund (JFR) stake by 21% in Q2 2026, selling an estimated $129K and leaving 63,591 shares worth $488K. The position accounts for 0.01% of the portfolio, ranked #1006.

Independent Financial Group first reported a position in JFR in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.22M in Q2 2024. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

  • Independent Financial Group held 63,591 shares of Nuveen Floating Rate Income Fund worth $488K as of Q2 2026.
  • Independent Financial Group sold 17,062 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $129K.
  • Nuveen Floating Rate Income Fund made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1006 holding.
  • Independent Financial Group first reported a position in Nuveen Floating Rate Income Fund in Q3 2022 and has held it in 16 quarters since.
  • Independent Financial Group's Nuveen Floating Rate Income Fund position peaked at $1.22M in Q2 2024.
  • 172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.