Raymond James Financial
JFR icon

Raymond James Financial’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Raymond James Financial’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 		$13.7M Buy
1,782,406
+205,992
+13% +$1.56M ﹤0.01% 1872
2026
Q1 		$11.9M Buy
1,576,414
+193,420
+14% +$1.48M ﹤0.01% 1876
2025
Q4 		$10.8M Buy
1,382,994
+44,211
+3% +$349K ﹤0.01% 1903
2025
Q3 		$11M Sell
1,338,783
-18,467
-1% -$155K ﹤0.01% 1848
2025
Q2 		$11.5M Sell
1,357,250
-55,602
-4% -$455K ﹤0.01% 1753
2025
Q1 		$12M Buy
1,412,852
+47,985
+4% +$411K ﹤0.01% 1676
2024
Q4 		$12.2M Buy
+1,364,867
New +$12.2M ﹤0.01% 1683

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

Raymond James Financial's JFR Position: Q2 2026 in Review

Raymond James Financial increased its Nuveen Floating Rate Income Fund (JFR) stake by 13% in Q2 2026, buying an estimated $1.56M and bringing the position to 1,782,406 shares worth $13.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1872.

Raymond James Financial first reported a position in JFR in Q4 2024 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

  • Raymond James Financial held 1,782,406 shares of Nuveen Floating Rate Income Fund worth $13.7M as of Q2 2026.
  • Raymond James Financial bought 205,992 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $1.56M.
  • Nuveen Floating Rate Income Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1872 holding.
  • Raymond James Financial first reported a position in Nuveen Floating Rate Income Fund in Q4 2024 and has held it in 7 quarters since.
  • 172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.