NFSG
HIX

Newbridge Financial Services Group’s Western Asset High Income Fund II HIX Stock Holding History

Newbridge Financial Services Group’s Portfolio HIX Stock Details HIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,100
Closed -$4.79K – 1310
2025
Q3 		$4.79K Hold
1,100
– – ﹤0.01% 1028
2025
Q2 		$4.72K Buy
+1,100
New +$4.54K ﹤0.01% 1034
2020
Q4 		– Sell
-900
Closed -$6K – 1135
2020
Q3 		$6K Buy
+900
New +$5.89K 0.01% 778

Other funds holding HIX

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

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

Newbridge Financial Services Group sold out of Western Asset High Income Fund II (HIX) in Q4 2025, closing a stake of 1,100 shares — an estimated $4.79K sold.

Newbridge Financial Services Group first reported a position in HIX in Q3 2020 and held it in 3 quarters. The position peaked at $6K in Q3 2020. 92 funds tracked by Wall St. Rank hold HIX as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Western Asset High Income Fund II position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,100 Western Asset High Income Fund II shares in Q4 2025, an estimated $4.79K.
  • Newbridge Financial Services Group first reported a position in Western Asset High Income Fund II in Q3 2020 and held it in 3 quarters.
  • Newbridge Financial Services Group's Western Asset High Income Fund II position peaked at $6K in Q3 2020.
  • 92 funds tracked by Wall St. Rank held Western Asset High Income Fund II as of Q4 2025.

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