MFT
NFJ

Moisand Fitzgerald Tamayo’s Virtus Dividend, Interest & Premium Strategy Fund NFJ Stock Holding History

Moisand Fitzgerald Tamayo’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
2025
Q4 		– Sell
-158
Closed -$2.06K – 556
2025
Q3 		$2.06K Buy
+158
New +$2.02K ﹤0.01% 507

Other funds holding NFJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Moisand Fitzgerald Tamayo's NFJ Position: Q4 2025 in Review

Moisand Fitzgerald Tamayo sold out of Virtus Dividend, Interest & Premium Strategy Fund (NFJ) in Q4 2025, closing a stake of 158 shares — an estimated $2.06K sold.

Moisand Fitzgerald Tamayo first reported a position in NFJ in Q3 2025 and held it in 1 quarter. The position peaked at $2.06K in Q3 2025. 128 funds tracked by Wall St. Rank hold NFJ as of Q4 2025.

  • Moisand Fitzgerald Tamayo reported no remaining Virtus Dividend, Interest & Premium Strategy Fund position as of Q4 2025 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 158 Virtus Dividend, Interest & Premium Strategy Fund shares in Q4 2025, an estimated $2.06K.
  • Moisand Fitzgerald Tamayo first reported a position in Virtus Dividend, Interest & Premium Strategy Fund in Q3 2025 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's Virtus Dividend, Interest & Premium Strategy Fund position peaked at $2.06K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Virtus Dividend, Interest & Premium Strategy Fund as of Q4 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2025, filed 14 Jan 2026.