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SVB Wealth’s Nuveen Floating Rate Income Fund JFR Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-3,779
Closed -$32K – 1069
2025
Q1 		$32K Buy
+3,779
New +$32.4K ﹤0.01% 647

Other funds holding JFR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

SVB Wealth's JFR Position: Q2 2025 in Review

SVB Wealth sold out of Nuveen Floating Rate Income Fund (JFR) in Q2 2025, closing a stake of 3,779 shares — an estimated $32K sold.

SVB Wealth first reported a position in JFR in Q1 2025 and held it in 1 quarter. The position peaked at $32K in Q1 2025. 168 funds tracked by Wall St. Rank hold JFR as of Q2 2025.

  • SVB Wealth reported no remaining Nuveen Floating Rate Income Fund position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 3,779 Nuveen Floating Rate Income Fund shares in Q2 2025, an estimated $32K.
  • SVB Wealth first reported a position in Nuveen Floating Rate Income Fund in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Nuveen Floating Rate Income Fund position peaked at $32K in Q1 2025.
  • 168 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.