Marex Group’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Marex 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 Q1	–	Sell	-209,907	Closed	-$1.64M	–	1151
2025 Q4	$1.64M	Buy	209,907 +188,407	+876%	+$1.49M	0.01%	340
2025 Q3	$176K	Buy	+21,500	New	+$181K	﹤0.01%	739
2024 Q3	–	Sell	-15,043	Closed	-$130K	–	705
2024 Q2	$130K	Buy	+15,043	New	+$131K	﹤0.01%	550
2024 Q1	–	Sell	-16,727	Closed	-$137K	–	594
2023 Q4	$137K	Buy	+16,727	New	+$134K	0.01%	479

Other funds holding JFR

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

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Marex Group's JFR Position: Q1 2026 in Review

Marex Group sold out of Nuveen Floating Rate Income Fund (JFR) in Q1 2026, closing a stake of 209,907 shares — an estimated $1.64M sold.

Marex Group first reported a position in JFR in Q4 2023 and held it in 4 quarters. The position peaked at $1.64M in Q4 2025. 185 funds tracked by Wall St. Rank hold JFR as of Q1 2026.

Marex Group reported no remaining Nuveen Floating Rate Income Fund position as of Q1 2026 after selling out during the quarter.
Marex Group sold 209,907 Nuveen Floating Rate Income Fund shares in Q1 2026, an estimated $1.64M.
Marex Group first reported a position in Nuveen Floating Rate Income Fund in Q4 2023 and held it in 4 quarters.
Marex Group's Nuveen Floating Rate Income Fund position peaked at $1.64M in Q4 2025.
185 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2026.

Based on Marex Group's 13F filing for Q1 2026, filed 13 May 2026.