Newbridge Financial Services Group’s ProShares Large Cap Core Plus CSM Stock Holding History

Newbridge Financial Services Group’s Portfolio CSM Stock Details CSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.54K	Hold	34	–	–	﹤0.01%	998
2025 Q4	$2.71K	Hold	34	–	–	﹤0.01%	985
2025 Q3	$2.6K	Hold	34	–	–	﹤0.01%	1109
2025 Q2	$2.4K	Hold	34	–	–	﹤0.01%	1122
2025 Q1	$2.17K	Hold	34	–	–	﹤0.01%	885
2024 Q4	$2.25K	Hold	34	–	–	﹤0.01%	957
2024 Q3	$2.22K	Hold	34	–	–	﹤0.01%	561
2024 Q2	$2.11K	Hold	34	–	–	﹤0.01%	943
2024 Q1	$2.06K	Hold	34	–	–	﹤0.01%	990
2023 Q4	$1.86K	Hold	34	–	–	﹤0.01%	979
2023 Q3	$1.66K	Hold	34	–	–	﹤0.01%	1104
2023 Q2	$1.74K	Hold	34	–	–	﹤0.01%	1153
2023 Q1	$1.62K	Hold	34	–	–	﹤0.01%	1228
2022 Q4	$1.53K	Hold	34	–	–	﹤0.01%	1260
2022 Q3	$1K	Hold	34	–	–	﹤0.01%	1281
2022 Q2	$2K	Sell	34 -64	-65%	-$3.14K	﹤0.01%	1164
2022 Q1	$5K	Buy	+98	New	+$5.19K	﹤0.01%	1092

Other funds holding CSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Newbridge Financial Services Group's CSM Position: Q1 2026 in Review

Newbridge Financial Services Group held its ProShares Large Cap Core Plus (CSM) position steady in Q1 2026 at 34 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Newbridge Financial Services Group first reported a position in CSM in Q1 2022 and has held it in 17 quarters since. The position peaked at $5K in Q1 2022. 101 funds tracked by Wall St. Rank hold CSM as of Q1 2026.

Newbridge Financial Services Group held 34 shares of ProShares Large Cap Core Plus worth $2.54K as of Q1 2026.
Newbridge Financial Services Group left its ProShares Large Cap Core Plus share count unchanged in Q1 2026.
ProShares Large Cap Core Plus made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #998 holding.
Newbridge Financial Services Group first reported a position in ProShares Large Cap Core Plus in Q1 2022 and has held it in 17 quarters since.
Newbridge Financial Services Group's ProShares Large Cap Core Plus position peaked at $5K in Q1 2022.
101 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.