NFSG
LRGF icon

Newbridge Financial Services Group’s iShares US Equity Factor ETF LRGF Stock Holding History

Newbridge Financial Services Group’s Portfolio LRGF Stock Details LRGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,409
Closed -$857K – 1338
2025
Q3 		$857K Sell
12,409
-391
-3% -$26K 0.13% 127
2025
Q2 		$821K Buy
+12,800
New +$759K 0.13% 127

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

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

Newbridge Financial Services Group sold out of iShares US Equity Factor ETF (LRGF) in Q4 2025, closing a stake of 12,409 shares — an estimated $857K sold.

Newbridge Financial Services Group first reported a position in LRGF in Q2 2025 and held it in 2 quarters. The position peaked at $857K in Q3 2025. 236 funds tracked by Wall St. Rank hold LRGF as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining iShares US Equity Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 12,409 iShares US Equity Factor ETF shares in Q4 2025, an estimated $857K.
  • Newbridge Financial Services Group first reported a position in iShares US Equity Factor ETF in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's iShares US Equity Factor ETF position peaked at $857K in Q3 2025.
  • 236 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q4 2025.

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