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

Nations 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	$151K	Sell	19,728 -257	-1%	-$1.94K	0.01%	770
2026 Q1	$150K	Sell	19,985 -81	-0.4%	-$621	0.01%	749
2025 Q4	$157K	Sell	20,066 -4,058	-17%	-$32K	0.01%	725
2025 Q3	$197K	Buy	24,124 +210	+0.9%	+$1.77K	0.01%	681
2025 Q2	$203K	Buy	23,914 +954	+4%	+$7.8K	0.01%	647
2025 Q1	$194K	Sell	22,960 -1,755	-7%	-$15K	0.01%	627
2024 Q4	$220K	Buy	24,715 +145	+0.6%	+$1.3K	0.02%	622
2024 Q3	$217K	Buy	24,570 +4,193	+21%	+$36.9K	0.02%	631
2024 Q2	$176K	Sell	20,377 -1,731	-8%	-$15.1K	0.01%	610
2024 Q1	$193K	Sell	22,108 -2,641	-11%	-$22.5K	0.02%	602
2023 Q4	$203K	Sell	24,749 -1,258	-5%	-$10.1K	0.02%	590
2023 Q3	$214K	Buy	+26,007	New	+$210K	0.02%	576

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

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

Nations Financial Group reduced its Nuveen Floating Rate Income Fund (JFR) stake by 1.3% in Q2 2026, selling an estimated $1.94K and leaving 19,728 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #770.

Nations Financial Group first reported a position in JFR in Q3 2023 and has held it in 12 quarters since. The position peaked at $220K in Q4 2024. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

Nations Financial Group held 19,728 shares of Nuveen Floating Rate Income Fund worth $151K as of Q2 2026.
Nations Financial Group sold 257 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $1.94K.
Nuveen Floating Rate Income Fund made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #770 holding.
Nations Financial Group first reported a position in Nuveen Floating Rate Income Fund in Q3 2023 and has held it in 12 quarters since.
Nations Financial Group's Nuveen Floating Rate Income Fund position peaked at $220K in Q4 2024.
172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.