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

StoneX 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 Q1	–	Sell	-29,181	Closed	-$228K	–	1094
2025 Q4	$228K	Buy	+29,181	New	+$230K	0.01%	817
2025 Q3	–	Sell	-13,862	Closed	-$117K	–	974
2025 Q2	$117K	Sell	13,862 -10,530	-43%	-$86.1K	0.01%	806
2025 Q1	$207K	Buy	24,392 +531	+2%	+$4.55K	0.01%	768
2024 Q4	$213K	Buy	+23,861	New	+$214K	0.01%	731
2024 Q1	–	Sell	-11,736	Closed	-$96.5K	–	684
2023 Q4	$96.5K	Buy	+11,736	New	+$93.8K	0.01%	540

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

StoneX Group's JFR Position: Q1 2026 in Review

StoneX Group sold out of Nuveen Floating Rate Income Fund (JFR) in Q1 2026, closing a stake of 29,181 shares — an estimated $228K sold.

StoneX Group first reported a position in JFR in Q4 2023 and held it in 5 quarters. The position peaked at $228K in Q4 2025. 185 funds tracked by Wall St. Rank hold JFR as of Q1 2026.

StoneX Group reported no remaining Nuveen Floating Rate Income Fund position as of Q1 2026 after selling out during the quarter.
StoneX Group sold 29,181 Nuveen Floating Rate Income Fund shares in Q1 2026, an estimated $228K.
StoneX Group first reported a position in Nuveen Floating Rate Income Fund in Q4 2023 and held it in 5 quarters.
StoneX Group's Nuveen Floating Rate Income Fund position peaked at $228K in Q4 2025.
185 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.