NFSG
HIO

Newbridge Financial Services Group’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Newbridge Financial Services Group’s Portfolio HIO Stock Details HIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,272
Closed -$4.88K – 1309
2025
Q3 		$4.88K Buy
1,272
+34
+3% +$135 ﹤0.01% 1021
2025
Q2 		$4.93K Buy
+1,238
New +$4.76K ﹤0.01% 1028
2021
Q3 		– Sell
-1,000
Closed -$5K – 1481
2021
Q2 		$5K Hold
1,000
– – ﹤0.01% 1123
2021
Q1 		$5K Hold
1,000
– – ﹤0.01% 1026
2020
Q4 		$5K Hold
1,000
– – ﹤0.01% 847
2020
Q3 		$5K Buy
+1,000
New +$4.91K ﹤0.01% 802

Other funds holding HIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

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

Newbridge Financial Services Group sold out of Western Asset High Income Opportunity Fund (HIO) in Q4 2025, closing a stake of 1,272 shares — an estimated $4.88K sold.

Newbridge Financial Services Group first reported a position in HIO in Q3 2020 and held it in 6 quarters. The position peaked at $5K in Q2 2021. 116 funds tracked by Wall St. Rank hold HIO as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Western Asset High Income Opportunity Fund position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,272 Western Asset High Income Opportunity Fund shares in Q4 2025, an estimated $4.88K.
  • Newbridge Financial Services Group first reported a position in Western Asset High Income Opportunity Fund in Q3 2020 and held it in 6 quarters.
  • Newbridge Financial Services Group's Western Asset High Income Opportunity Fund position peaked at $5K in Q2 2021.
  • 116 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q4 2025.

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