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Newbridge Financial Services Group’s MSCI MSCI Stock Holding History

Newbridge Financial Services Group’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-234
Closed -$133K – 1344
2025
Q3 		$133K Buy
234
+4
+2% +$2.26K 0.02% 352
2025
Q2 		$133K Buy
+230
New +$127K 0.02% 340
2024
Q1 		– Sell
-5
Closed -$2.83K – 1249
2023
Q4 		$2.83K Hold
5
– – ﹤0.01% 934
2023
Q3 		$2.56K Hold
5
– – ﹤0.01% 1044
2023
Q2 		$2.35K Hold
5
– – ﹤0.01% 1117
2023
Q1 		$2.8K Hold
5
– – ﹤0.01% 1152
2022
Q4 		$2.33K Hold
5
– – ﹤0.01% 1193
2022
Q3 		$2K Hold
5
– – ﹤0.01% 1214
2022
Q2 		$2K Hold
5
– – ﹤0.01% 1195
2022
Q1 		$3K Hold
5
– – ﹤0.01% 1216
2021
Q4 		$3K Buy
+5
New +$3.14K ﹤0.01% 1172
2021
Q2 		– Sell
-5
Closed -$2K – 1483
2021
Q1 		$2K Hold
5
– – ﹤0.01% 1180
2020
Q4 		$2K Hold
5
– – ﹤0.01% 967
2020
Q3 		$2K Buy
+5
New +$1.81K ﹤0.01% 924

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

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

Newbridge Financial Services Group sold out of MSCI (MSCI) in Q4 2025, closing a stake of 234 shares — an estimated $133K sold.

Newbridge Financial Services Group first reported a position in MSCI in Q3 2020 and held it in 14 quarters. The position peaked at $133K in Q3 2025. 1,081 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 234 MSCI shares in Q4 2025, an estimated $133K.
  • Newbridge Financial Services Group first reported a position in MSCI in Q3 2020 and held it in 14 quarters.
  • Newbridge Financial Services Group's MSCI position peaked at $133K in Q3 2025.
  • 1,081 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

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