NFSG
LTC

Newbridge Financial Services Group’s LTC Properties LTC Stock Holding History

Newbridge Financial Services Group’s Portfolio LTC Stock Details LTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.3K Hold
466
– – ﹤0.01% 674
2025
Q4 		$16K Hold
466
– – ﹤0.01% 693
2025
Q3 		$17.2K Hold
466
– – ﹤0.01% 780
2025
Q2 		$16.1K Hold
466
– – ﹤0.01% 773
2025
Q1 		$16.5K Hold
466
– – ﹤0.01% 586
2024
Q4 		$16.1K Buy
+466
New +$17.2K ﹤0.01% 649
2024
Q3 		– Sell
-466
Closed -$16.1K – 920
2024
Q2 		$16.1K Hold
466
– – 0.01% 619
2024
Q1 		$15.2K Hold
466
– – 0.01% 670
2023
Q4 		$15K Sell
466
-122
-21% -$3.94K 0.01% 652
2023
Q3 		$18.9K Sell
588
-111
-16% -$3.67K 0.01% 655
2023
Q2 		$23.1K Buy
699
+2
+0.3% +$67 0.01% 656
2023
Q1 		$24.5K Buy
697
+92
+15% +$3.31K 0.01% 648
2022
Q4 		$21.5K Sell
605
-1,098
-64% -$41.8K 0.01% 698
2022
Q3 		$64K Buy
+1,703
New +$70.9K 0.04% 395

Other funds holding LTC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return