RESOURCES MANAGEMENT CORP /CT/ /ADV
Position in NFJ — Virtus Dividend, Interest & Premium Strategy Fund
CIK 749044
WEST HARTFORD, CT
Position in NFJ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$27,742
New position
Shares Held
2,200
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026RESOURCES MANAGEMENT CORP /CT/ /ADV holds $20,279,632 across 5 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
13,662 | $13,136,832 | |
| 2 | BX |
Blackstone Inc.
|
40,214 | $4,731,981 | |
| 3 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
26,480 | $1,034,044 | |
| 4 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
57,204 | $831,746 | |
| 5 | AB |
Alliancebernstein Holding L.P.
|
15,475 | $545,029 |
All Filings in NFJ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,742 | 2,200 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||