Back to NFJ
Pinnacle Wealth Planning Services, Inc. → NFJ
Pinnacle Wealth Planning Services, Inc. NFJ Position History
Virtus Dividend, Interest & Premium Strategy Fund
Quarters held
4
Latest value
$67K
Q3 2026
Peak value
$259K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $252K |
| Q1 2026 | $224K |
| Q2 2026 | $259K |
| Q3 2026 | $67K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $67K | 4.5K | — | — |
| Q2 2026 | $259K | 17.1K | — | — |
| Q1 2026 | $224K | 17.8K | — | — |
| Q4 2025 | $252K | 19.5K | — | — |
Other funds holding NFJ
$97.2M
$87.5M
$86.4M