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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
Q2 		$527K Buy
68,718
+12,638
+23% +$95.5K ﹤0.01% 1803
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 $1.89T 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
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Invesco
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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

&Partners's JFR Position: Q2 2026 in Review

&Partners increased its Nuveen Floating Rate Income Fund (JFR) stake by 23% in Q2 2026, buying an estimated $95.5K and bringing the position to 68,718 shares worth $527K. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

&Partners first reported a position in JFR in Q4 2018 and has held it in 5 quarters since. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

  • &Partners held 68,718 shares of Nuveen Floating Rate Income Fund worth $527K as of Q2 2026.
  • &Partners bought 12,638 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $95.5K.
  • Nuveen Floating Rate Income Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1803 holding.
  • &Partners first reported a position in Nuveen Floating Rate Income Fund in Q4 2018 and has held it in 5 quarters since.
  • 172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.