Sax Wealth Advisors »

Nfj Dividend Interest shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Nfj Dividend Interest (NFJ) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Nfj Dividend Interest

Tip: Access up to 7 years of quarterly data

All positions including Nfj Dividend Interest held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Nfj Dividend Interest by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $465k 36k 12.89

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Putnam Etf Trust Focused Lar Cap (PVAL)
Apple (AAPL)

View all positions for Sax Wealth Advisors

Top funds holding Nfj Dividend Interest

Saba Capital Management
Allspring Global Investments Holdings
Stifel Financial
Invesco
Advisors Asset Management
Colony
LPL Financial
Guggenheim Capital, LLC Managers
Penserra Capital Management
Capstone Investment Advisors
Royal Bank of Canada
Pathstone Holdings
Raymond James Financial
Wells Fargo & Company
UBS Group

View all funds holding Nfj Dividend Interest