Newbridge Financial Services Group’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,972	Closed	-$64.4K	–	1333
2025 Q3	$64.4K	Hold	2,972	–	–	0.01%	466
2025 Q2	$62.4K	Buy	+2,972	New	+$59.6K	0.01%	465
2021 Q3	–	Sell	-2,040	Closed	-$56K	–	1508
2021 Q2	$56K	Hold	2,040	–	–	0.03%	403
2021 Q1	$53K	Hold	2,040	–	–	0.04%	383
2020 Q4	$54K	Hold	2,040	–	–	0.04%	316
2020 Q3	$48K	Buy	+2,040	New	+$48K	0.05%	328

Other funds holding LDP

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GCM

Glaxis Capital Management Sarasota, Florida $79.9M AUM 28.25% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return

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

Newbridge Financial Services Group sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q4 2025, closing a stake of 2,972 shares — an estimated $64.4K sold.

Newbridge Financial Services Group first reported a position in LDP in Q3 2020 and held it in 6 quarters. The position peaked at $64.4K in Q3 2025. 79 funds tracked by Wall St. Rank hold LDP as of Q4 2025.

Newbridge Financial Services Group reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 2,972 Cohen & Steers Duration Preferred & Income Fund shares in Q4 2025, an estimated $64.4K.
Newbridge Financial Services Group first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q3 2020 and held it in 6 quarters.
Newbridge Financial Services Group's Cohen & Steers Duration Preferred & Income Fund position peaked at $64.4K in Q3 2025.
79 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q4 2025.

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