EWA
NFJ

EverSource Wealth Advisors’s Virtus Dividend, Interest & Premium Strategy Fund NFJ Stock Holding History

EverSource Wealth Advisors’s Portfolio NFJ Stock Details NFJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45K Hold
2,965
– – ﹤0.01% 1845
2026
Q1 		$37.4K Hold
2,965
– – ﹤0.01% 2096
2025
Q4 		$38.2K Sell
2,965
-25
-0.8% -$322 ﹤0.01% 1937
2025
Q3 		$38.9K Hold
2,990
– – ﹤0.01% 1891
2025
Q2 		$37.1K Hold
2,990
– – ﹤0.01% 1816
2025
Q1 		$36.3K Hold
2,990
– – ﹤0.01% 1396
2024
Q4 		$37.8K Hold
2,990
– – ﹤0.01% 1314
2024
Q3 		$39K Hold
2,990
– – ﹤0.01% 1172
2024
Q2 		$38K Hold
2,990
– – ﹤0.01% 1224
2024
Q1 		$35.8K Hold
2,990
– – ﹤0.01% 1111
2023
Q4 		$37.7K Hold
2,990
– – ﹤0.01% 1007
2023
Q3 		$33.9K Sell
2,990
-632
-17% -$7.74K ﹤0.01% 950
2023
Q2 		$44.2K Hold
3,622
– – ﹤0.01% 881
2023
Q1 		$42.6K Buy
3,622
+46
+1% +$547 0.01% 842
2022
Q4 		$40.3K Buy
3,576
+2,990
+510% +$33.9K 0.01% 838
2022
Q3 		$6K Buy
+586
New +$7.19K ﹤0.01% 1302

Other funds holding NFJ

BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

EverSource Wealth Advisors's NFJ Position: Q2 2026 in Review

EverSource Wealth Advisors held its Virtus Dividend, Interest & Premium Strategy Fund (NFJ) position steady in Q2 2026 at 2,965 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #1845.

EverSource Wealth Advisors first reported a position in NFJ in Q3 2022 and has held it in 16 quarters since. 59 funds tracked by Wall St. Rank hold NFJ as of Q2 2026.

  • EverSource Wealth Advisors held 2,965 shares of Virtus Dividend, Interest & Premium Strategy Fund worth $45K as of Q2 2026.
  • EverSource Wealth Advisors left its Virtus Dividend, Interest & Premium Strategy Fund share count unchanged in Q2 2026.
  • Virtus Dividend, Interest & Premium Strategy Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1845 holding.
  • EverSource Wealth Advisors first reported a position in Virtus Dividend, Interest & Premium Strategy Fund in Q3 2022 and has held it in 16 quarters since.
  • 59 funds tracked by Wall St. Rank held Virtus Dividend, Interest & Premium Strategy Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.