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

EverSource 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 Q3	–	Sell	-298,539	Closed	-$2.99M	–	4337
2025 Q2	$2.99M	Hold	298,539	–	–	0.13%	131
2025 Q1	$2.86M	Buy	298,539 +293,442	+5,757%	+$2.56M	0.16%	120
2024 Q4	$42.8K	Buy	5,097 +10	+0.2%	+$98	﹤0.01%	1259
2024 Q3	$50.2K	Buy	5,087 +12	+0.2%	+$98	﹤0.01%	1070
2024 Q2	$41.4K	Buy	5,075 +13	+0.3%	+$93	﹤0.01%	1175
2024 Q1	$33.3K	Sell	5,062 -76,653	-94%	-$638K	﹤0.01%	1144
2023 Q4	$799K	Sell	81,715 -115,015	-58%	-$932K	0.07%	187
2023 Q3	$1.81M	Sell	196,730 -29,812	-13%	-$329K	0.19%	112
2023 Q2	$2.57M	Sell	226,542 -1,265	-0.6%	-$12.9K	0.28%	86
2023 Q1	$2.58M	Buy	227,807 +5,590	+3%	+$75.5K	0.32%	81
2022 Q4	$2.68M	Buy	+222,217	New	+$3.2M	0.41%	61

EverSource Wealth Advisors's BRDG Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Bridge Investment Group (BRDG) in Q3 2025, closing a stake of 298,539 shares — an estimated $2.99M sold.

EverSource Wealth Advisors first reported a position in BRDG in Q4 2022 and held it in 11 quarters. The position peaked at $2.99M in Q2 2025. 0 funds tracked by Wall St. Rank hold BRDG as of Q3 2025.

EverSource Wealth Advisors reported no remaining Bridge Investment Group position as of Q3 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 298,539 Bridge Investment Group shares in Q3 2025, an estimated $2.99M.
EverSource Wealth Advisors first reported a position in Bridge Investment Group in Q4 2022 and held it in 11 quarters.
EverSource Wealth Advisors's Bridge Investment Group position peaked at $2.99M in Q2 2025.
0 funds tracked by Wall St. Rank held Bridge Investment Group as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.