NFSG
ECAT icon

Newbridge Financial Services Group’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Newbridge Financial Services Group’s Portfolio ECAT Stock Details ECAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,000
Closed -$16.4K – 1264
2025
Q3 		$16.4K Hold
1,000
– – ﹤0.01% 791
2025
Q2 		$16.1K Buy
+1,000
New +$15.5K ﹤0.01% 775

Other funds holding ECAT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Newbridge Financial Services Group sold out of BlackRock ESG Capital Allocation Term Trust (ECAT) in Q4 2025, closing a stake of 1,000 shares — an estimated $16.4K sold.

Newbridge Financial Services Group first reported a position in ECAT in Q2 2025 and held it in 2 quarters. The position peaked at $16.4K in Q3 2025. 79 funds tracked by Wall St. Rank hold ECAT as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining BlackRock ESG Capital Allocation Term Trust position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,000 BlackRock ESG Capital Allocation Term Trust shares in Q4 2025, an estimated $16.4K.
  • Newbridge Financial Services Group first reported a position in BlackRock ESG Capital Allocation Term Trust in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's BlackRock ESG Capital Allocation Term Trust position peaked at $16.4K in Q3 2025.
  • 79 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q4 2025.

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