EWA
BRDG

EP Wealth Advisors’s Bridge Investment Group BRDG Stock Holding History

EP Wealth Advisors’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
2025
Q2 		$151K Sell
15,131
-333
-2% -$3.1K ﹤0.01% 1318
2025
Q1 		$148K Buy
15,464
+4,836
+46% +$42.2K ﹤0.01% 1190
2024
Q4 		$89.3K Buy
+10,628
New +$104K ﹤0.01% 1211

Other funds holding BRDG

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $235M AUM 12.41% 1-Year Est. Return

EP Wealth Advisors's BRDG Position: Q2 2025 in Review

EP Wealth Advisors reduced its Bridge Investment Group (BRDG) stake by 2.2% in Q2 2025, selling an estimated $3.1K and leaving 15,131 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

EP Wealth Advisors first reported a position in BRDG in Q4 2024 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold BRDG as of Q2 2025.

  • EP Wealth Advisors held 15,131 shares of Bridge Investment Group worth $151K as of Q2 2025.
  • EP Wealth Advisors sold 333 Bridge Investment Group shares in Q2 2025, an estimated $3.1K.
  • Bridge Investment Group made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1318 holding.
  • EP Wealth Advisors first reported a position in Bridge Investment Group in Q4 2024 and has held it in 3 quarters since.
  • 83 funds tracked by Wall St. Rank held Bridge Investment Group as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.