SG
JFR icon

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
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 $381M AUM 20.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Loomis, Sayles & Company
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
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
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
GC
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.