AFG
BRDG

Albion Financial Group’s Bridge Investment Group BRDG Stock Holding History

Albion Financial Group’s Portfolio BRDG Stock Details BRDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,000
Closed -$37.1K – 514
2024
Q2 		$37.1K Buy
+5,000
New +$35.8K ﹤0.01% 257

Other funds holding BRDG

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

Albion Financial Group's BRDG Position: Q3 2024 in Review

Albion Financial Group sold out of Bridge Investment Group (BRDG) in Q3 2024, closing a stake of 5,000 shares — an estimated $37.1K sold.

Albion Financial Group first reported a position in BRDG in Q2 2024 and held it in 1 quarter. The position peaked at $37.1K in Q2 2024. 69 funds tracked by Wall St. Rank hold BRDG as of Q3 2024.

  • Albion Financial Group reported no remaining Bridge Investment Group position as of Q3 2024 after selling out during the quarter.
  • Albion Financial Group sold 5,000 Bridge Investment Group shares in Q3 2024, an estimated $37.1K.
  • Albion Financial Group first reported a position in Bridge Investment Group in Q2 2024 and held it in 1 quarter.
  • Albion Financial Group's Bridge Investment Group position peaked at $37.1K in Q2 2024.
  • 69 funds tracked by Wall St. Rank held Bridge Investment Group as of Q3 2024.

Based on Albion Financial Group's 13F filing for Q3 2024, filed 9 Oct 2024.