RZH
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Relyea Zuckerberg Hanson’s Virtus Dividend, Interest & Premium Strategy Fund NFJ Stock Holding History

Relyea Zuckerberg Hanson’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
-26,801
Closed -$349K – 272
2025
Q3 		$349K Buy
+26,801
New +$343K 0.04% 196

Other funds holding NFJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Relyea Zuckerberg Hanson's NFJ Position: Q4 2025 in Review

Relyea Zuckerberg Hanson sold out of Virtus Dividend, Interest & Premium Strategy Fund (NFJ) in Q4 2025, closing a stake of 26,801 shares — an estimated $349K sold.

Relyea Zuckerberg Hanson first reported a position in NFJ in Q3 2025 and held it in 1 quarter. The position peaked at $349K in Q3 2025. 129 funds tracked by Wall St. Rank hold NFJ as of Q4 2025.

  • Relyea Zuckerberg Hanson reported no remaining Virtus Dividend, Interest & Premium Strategy Fund position as of Q4 2025 after selling out during the quarter.
  • Relyea Zuckerberg Hanson sold 26,801 Virtus Dividend, Interest & Premium Strategy Fund shares in Q4 2025, an estimated $349K.
  • Relyea Zuckerberg Hanson first reported a position in Virtus Dividend, Interest & Premium Strategy Fund in Q3 2025 and held it in 1 quarter.
  • Relyea Zuckerberg Hanson's Virtus Dividend, Interest & Premium Strategy Fund position peaked at $349K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held Virtus Dividend, Interest & Premium Strategy Fund as of Q4 2025.

Based on Relyea Zuckerberg Hanson's 13F filing for Q4 2025, filed 20 Jan 2026.