Newbridge Financial Services Group’s NYLIM CBRE Global Infrastructure Megatrends Term Fund MEGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,000	Closed	-$14.7K	–	1342
2025 Q3	$14.7K	Hold	1,000	–	–	﹤0.01%	814
2025 Q2	$14.2K	Buy	+1,000	New	+$13.6K	﹤0.01%	806

Other funds holding MEGI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

Newbridge Financial Services Group sold out of NYLIM CBRE Global Infrastructure Megatrends Term Fund (MEGI) in Q4 2025, closing a stake of 1,000 shares — an estimated $14.7K sold.

Newbridge Financial Services Group first reported a position in MEGI in Q2 2025 and held it in 2 quarters. The position peaked at $14.7K in Q3 2025. 78 funds tracked by Wall St. Rank hold MEGI as of Q4 2025.

Newbridge Financial Services Group reported no remaining NYLIM CBRE Global Infrastructure Megatrends Term Fund position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 1,000 NYLIM CBRE Global Infrastructure Megatrends Term Fund shares in Q4 2025, an estimated $14.7K.
Newbridge Financial Services Group first reported a position in NYLIM CBRE Global Infrastructure Megatrends Term Fund in Q2 2025 and held it in 2 quarters.
Newbridge Financial Services Group's NYLIM CBRE Global Infrastructure Megatrends Term Fund position peaked at $14.7K in Q3 2025.
78 funds tracked by Wall St. Rank held NYLIM CBRE Global Infrastructure Megatrends Term Fund as of Q4 2025.

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