UCB
NFJ

United Community Bank’s Virtus Dividend, Interest & Premium Strategy Fund NFJ Stock Holding History

United Community Bank’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
Q1 		– Sell
-1,650
Closed -$21.3K – 611
2025
Q4 		$21.3K Hold
1,650
– – 0.01% 372
2025
Q3 		$21.5K Hold
1,650
– – 0.01% 405
2025
Q2 		$20.5K Hold
1,650
– – 0.01% 359
2025
Q1 		$20K Hold
1,650
– – 0.01% 354
2024
Q4 		$20.8K Hold
1,650
– – 0.01% 328
2024
Q3 		$21.5K Hold
1,650
– – 0.01% 312
2024
Q2 		$20.3K Buy
+1,650
New +$20.2K 0.01% 330

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

United Community Bank's NFJ Position: Q1 2026 in Review

United Community Bank sold out of Virtus Dividend, Interest & Premium Strategy Fund (NFJ) in Q1 2026, closing a stake of 1,650 shares — an estimated $21.3K sold.

United Community Bank first reported a position in NFJ in Q2 2024 and held it in 7 quarters. The position peaked at $21.5K in Q3 2024. 122 funds tracked by Wall St. Rank hold NFJ as of Q1 2026.

  • United Community Bank reported no remaining Virtus Dividend, Interest & Premium Strategy Fund position as of Q1 2026 after selling out during the quarter.
  • United Community Bank sold 1,650 Virtus Dividend, Interest & Premium Strategy Fund shares in Q1 2026, an estimated $21.3K.
  • United Community Bank first reported a position in Virtus Dividend, Interest & Premium Strategy Fund in Q2 2024 and held it in 7 quarters.
  • United Community Bank's Virtus Dividend, Interest & Premium Strategy Fund position peaked at $21.5K in Q3 2024.
  • 122 funds tracked by Wall St. Rank held Virtus Dividend, Interest & Premium Strategy Fund as of Q1 2026.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.