FFA
NCV

Farther Finance Advisors’s Virtus Convertible & Income Fund NCV Stock Holding History

Farther Finance Advisors’s Portfolio NCV Stock Details NCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.2K Hold
68
– – ﹤0.01% 5324
2026
Q1 		$1.04K Hold
68
– – ﹤0.01% 5098
2025
Q4 		$1.03K Hold
68
– – ﹤0.01% 4902
2025
Q3 		$1.02K Hold
68
– – ﹤0.01% 4368
2025
Q2 		$966 Hold
68
– – ﹤0.01% 3909
2025
Q1 		$881 Sell
68
-1
-1% -$14 ﹤0.01% 3648
2024
Q4 		$951 Hold
69
– – ﹤0.01% 3265
2024
Q3 		$959 Hold
69
– – ﹤0.01% 3258
2024
Q2 		$899 Buy
+69
New +$885 ﹤0.01% 3111

Other funds holding NCV

CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's NCV Position: Q2 2026 in Review

Farther Finance Advisors held its Virtus Convertible & Income Fund (NCV) position steady in Q2 2026 at 68 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #5324.

Farther Finance Advisors first reported a position in NCV in Q2 2024 and has held it in 9 quarters since. 8 funds tracked by Wall St. Rank hold NCV as of Q2 2026.

  • Farther Finance Advisors held 68 shares of Virtus Convertible & Income Fund worth $1.2K as of Q2 2026.
  • Farther Finance Advisors left its Virtus Convertible & Income Fund share count unchanged in Q2 2026.
  • Virtus Convertible & Income Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5324 holding.
  • Farther Finance Advisors first reported a position in Virtus Convertible & Income Fund in Q2 2024 and has held it in 9 quarters since.
  • 8 funds tracked by Wall St. Rank held Virtus Convertible & Income Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.