NFSG
BRW

Newbridge Financial Services Group’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Newbridge Financial Services Group’s Portfolio BRW Stock Details BRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,767
Closed -$44.8K – 1223
2025
Q3 		$44.8K Hold
5,767
– – 0.01% 538
2025
Q2 		$46.5K Buy
+5,767
New +$43.8K 0.01% 519
2021
Q3 		– Sell
-1,433
Closed -$13K – 1402
2021
Q2 		$13K Hold
1,433
– – 0.01% 895
2021
Q1 		$13K Hold
1,433
– – 0.01% 805
2020
Q4 		$13K Hold
1,433
– – 0.01% 641
2020
Q3 		$13K Buy
+1,433
New +$12.6K 0.01% 603

Other funds holding BRW

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RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SMA
Seven Mile Advisory Ewing, New Jersey $139M AUM 26.01% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Newbridge Financial Services Group's BRW Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Saba Capital Income & Opportunities Fund (BRW) in Q4 2025, closing a stake of 5,767 shares — an estimated $44.8K sold.

Newbridge Financial Services Group first reported a position in BRW in Q3 2020 and held it in 6 quarters. The position peaked at $46.5K in Q2 2025. 102 funds tracked by Wall St. Rank hold BRW as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Saba Capital Income & Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 5,767 Saba Capital Income & Opportunities Fund shares in Q4 2025, an estimated $44.8K.
  • Newbridge Financial Services Group first reported a position in Saba Capital Income & Opportunities Fund in Q3 2020 and held it in 6 quarters.
  • Newbridge Financial Services Group's Saba Capital Income & Opportunities Fund position peaked at $46.5K in Q2 2025.
  • 102 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.