SWA
NFJ

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

Sax 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 		$454K Hold
36,035
– – 0.02% 362
2026
Q1 		$464K Hold
36,035
– – 0.02% 301
2025
Q4 		$464K Buy
+36,035
New +$464K 0.02% 307

Other funds holding NFJ

PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM