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Laird Norton Wetherby Wealth Management’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Laird Norton Wetherby Wealth 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
2025
Q3 		$159K Hold
19,382
– – 0.01% 910
2025
Q2 		$164K Buy
+19,382
New +$158K 0.01% 904
2024
Q4 		$247K Buy
27,696
+531
+2% +$4.75K 0.01% 764
2024
Q3 		$240K Buy
27,165
+1,768
+7% +$15.5K 0.01% 804
2024
Q2 		$220K Buy
25,397
+6,015
+31% +$52.3K 0.01% 822
2024
Q1 		$169K Buy
+19,382
New +$165K 0.01% 905

Other funds holding JFR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's JFR Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its Nuveen Floating Rate Income Fund (JFR) position steady in Q3 2025 at 19,382 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #910.

Laird Norton Wetherby Wealth Management first reported a position in JFR in Q1 2024 and has held it in 6 quarters since. The position peaked at $247K in Q4 2024. 175 funds tracked by Wall St. Rank hold JFR as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 19,382 shares of Nuveen Floating Rate Income Fund worth $159K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management left its Nuveen Floating Rate Income Fund share count unchanged in Q3 2025.
  • Nuveen Floating Rate Income Fund made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #910 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Nuveen Floating Rate Income Fund in Q1 2024 and has held it in 6 quarters since.
  • Laird Norton Wetherby Wealth Management's Nuveen Floating Rate Income Fund position peaked at $247K in Q4 2024.
  • 175 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.