Core Wealth Advisors, Inc.
Position in NFJ — Virtus Dividend, Interest & Premium Strategy Fund
CIK 1770532
LAKELAND, FL
Position in NFJ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$408,322
+$191,393 QoQ
Shares Held
26,881
+56.3% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#68
of 133 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NFJ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Core Wealth Advisors, Inc. holds $1,513,731 across 4 Asset Management names. NFJ ranks #1 (27.0% of the industry book) .
All Filings in NFJ
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $408,322 | 26,881 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $216,929 | 17,203 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||