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

&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
2026
Q1 		$422K Sell
56,080
-1,736
-3% -$13.3K ﹤0.01% 1792
2025
Q4 		$453K Buy
57,816
+8,977
+18% +$70.8K ﹤0.01% 1671
2025
Q3 		$400K Buy
+48,839
New +$411K ﹤0.01% 1594
2019
Q1 		– Sell
-14,287
Closed -$84K – 151
2018
Q4 		$84K Buy
+14,287
New +$140K 0.14% 124

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
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

&Partners's JFR Position: Q1 2026 in Review

&Partners reduced its Nuveen Floating Rate Income Fund (JFR) stake by 3% in Q1 2026, selling an estimated $13.3K and leaving 56,080 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #1792.

&Partners first reported a position in JFR in Q4 2018 and has held it in 4 quarters since. The position peaked at $453K in Q4 2025. 185 funds tracked by Wall St. Rank hold JFR as of Q1 2026.

  • &Partners held 56,080 shares of Nuveen Floating Rate Income Fund worth $422K as of Q1 2026.
  • &Partners sold 1,736 Nuveen Floating Rate Income Fund shares in Q1 2026, an estimated $13.3K.
  • Nuveen Floating Rate Income Fund made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1792 holding.
  • &Partners first reported a position in Nuveen Floating Rate Income Fund in Q4 2018 and has held it in 4 quarters since.
  • &Partners's Nuveen Floating Rate Income Fund position peaked at $453K in Q4 2025.
  • 185 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.