OP
JFR icon

ORG Partners’s Nuveen Floating Rate Income Fund JFR Stock Holding History

ORG Partners’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
Q4 		$320K Buy
40,809
+768
+2% +$6.06K 0.06% 262
2025
Q3 		$328K Buy
40,041
+3,556
+10% +$29.9K 0.06% 259
2025
Q2 		$310K Sell
36,485
-170
-0.5% -$1.39K 0.07% 243
2025
Q1 		$311K Buy
+36,655
New +$314K 0.08% 202

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

ORG Partners's JFR Position: Q4 2025 in Review

ORG Partners increased its Nuveen Floating Rate Income Fund (JFR) stake by 1.9% in Q4 2025, buying an estimated $6.06K and bringing the position to 40,809 shares worth $320K. The position accounts for 0.06% of the portfolio, ranked #262.

ORG Partners first reported a position in JFR in Q1 2025 and has held it in 4 quarters since. The position peaked at $328K in Q3 2025. 188 funds tracked by Wall St. Rank hold JFR as of Q4 2025.

  • ORG Partners held 40,809 shares of Nuveen Floating Rate Income Fund worth $320K as of Q4 2025.
  • ORG Partners bought 768 Nuveen Floating Rate Income Fund shares in Q4 2025, an estimated $6.06K.
  • Nuveen Floating Rate Income Fund made up 0.06% of ORG Partners's portfolio in Q4 2025, its #262 holding.
  • ORG Partners first reported a position in Nuveen Floating Rate Income Fund in Q1 2025 and has held it in 4 quarters since.
  • ORG Partners's Nuveen Floating Rate Income Fund position peaked at $328K in Q3 2025.
  • 188 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.