Beckerman Institutional, LLC NFJ — VIRTUS DIVIDEND INTEREST & P

Ownership history in Beckerman Institutional, LLC  ·  7 quarters on record

AI Ownership Summary

Beckerman Institutional, LLC reported VIRTUS DIVIDEND INTEREST & P (NFJ) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.63% in 2024 Q3. The latest visible filing shows NFJ at 0.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NFJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beckerman Institutional, LLC's position in VIRTUS DIVIDEND INTEREST & P, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NFJ was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.63% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NFJ stock page Beckerman Institutional, LLC fund profile Beckerman Institutional, LLC full holdings
How Beckerman Institutional, LLC held NFJ — position size vs. price
% of Fund (quarterly)    NFJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 55,429 -414 -0.7% 0.37% $699K 2026-05-04 $14.25
2025 Q4 REDUCED — — — 55,843 -312 -0.6% 0.40% $720K 2026-02-10 $13.36
2025 Q3 REDUCED — — — 56,155 -1,915 -3.3% 0.43% $731K 2025-11-06 $12.22
2025 Q2 REDUCED — — — 58,070 -1,007 -1.7% 0.48% $720K 2025-08-05 $11.68
2025 Q1 ADDED — — — 59,077 +964 +1.7% 0.52% $717K 2025-05-05 $10.72
2024 Q4 ADDED — — — 58,113 +626 +1.1% 0.59% $734K 2025-01-29 $11.48
2024 Q3 INITIATED — — — 57,487 — — 0.63% $750K 2024-11-01 $10.93

🏢 Other funds also holding NFJ

As of 2026 Q1 — sorted by position size

Saba Capital Management, L.P. 3Y 7Y 3.56% Fund Advisors of America Inc/FL 0.75% Shaker Financial Services, LLC 3Y 7Y 0.69% Closed-End Fund Advisors, Inc. 0.59% Berry Wealth Group, LP 0.56% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 0.52% ACCREDITED INVESTOR SERVICES, LLC 0.37% Pointe Capital Management LLC 3Y 7Y 0.27% Opal Wealth Advisors, LLC 3Y 0.21% Comprehensive Money Management Services LLC 0.2%

FAQ About Beckerman Institutional, LLC and NFJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beckerman Institutional, LLC reported owning NFJ?

Beckerman Institutional, LLC reported NFJ across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported NFJ position in Beckerman Institutional, LLC's portfolio?

The largest reported portfolio weight for NFJ was 0.63% in 2024 Q3.

What is the latest reported NFJ position on this page?

The most recent filing on this page is 2026 Q1, when Beckerman Institutional, LLC reported 55,429 shares, equal to 0.37% of portfolio, with an estimated market value of $699K.

What does the chart on this NFJ ownership page compare?

The chart compares Beckerman Institutional, LLC's quarterly NFJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Beckerman Institutional, LLC time their NFJ position?

Based on 13F filing dates vs. subsequent NFJ price moves, Beckerman Institutional, LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on NFJ relative to SPY over the holding period was +1.2%.

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