Mercer Global Advisors’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Mercer Global Advisors’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	$103K	Sell	13,390 -15,182	-53%	-$115K	﹤0.01%	3418
2026 Q1	$215K	Buy	28,572 +6,602	+30%	+$50.7K	﹤0.01%	2771
2025 Q4	$172K	Sell	21,970 -8,011	-27%	-$63.2K	﹤0.01%	2610
2025 Q3	$245K	Sell	29,981 -64,299	-68%	-$541K	﹤0.01%	2237
2025 Q2	$799K	Sell	94,280 -118,639	-56%	-$970K	﹤0.01%	1321
2025 Q1	$1.8M	Sell	212,919 -1,777	-0.8%	-$15.2K	﹤0.01%	871
2024 Q4	$1.92M	Buy	+214,696	New	+$1.92M	﹤0.01%	844
2024 Q3	–	Sell	-15,446	Closed	-$134K	–	2006
2024 Q2	$134K	Buy	15,446 +1,806	+13%	+$15.7K	﹤0.01%	1847
2024 Q1	$119K	Buy	+13,640	New	+$116K	﹤0.01%	1846

Other funds holding JFR

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 Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Mercer Global Advisors's JFR Position: Q2 2026 in Review

Mercer Global Advisors reduced its Nuveen Floating Rate Income Fund (JFR) stake by 53% in Q2 2026, selling an estimated $115K and leaving 13,390 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #3418.

Mercer Global Advisors first reported a position in JFR in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.92M in Q4 2024. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

Mercer Global Advisors held 13,390 shares of Nuveen Floating Rate Income Fund worth $103K as of Q2 2026.
Mercer Global Advisors sold 15,182 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $115K.
Nuveen Floating Rate Income Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3418 holding.
Mercer Global Advisors first reported a position in Nuveen Floating Rate Income Fund in Q1 2024 and has held it in 9 quarters since.
Mercer Global Advisors's Nuveen Floating Rate Income Fund position peaked at $1.92M in Q4 2024.
172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.