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Newbridge Financial Services Group’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

Newbridge Financial Services Group’s Portfolio NPCT Stock Details NPCT 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 -$11K – 1359
2025
Q3 		$11K Hold
1,000
– – ﹤0.01% 878
2025
Q2 		$11.2K Buy
+1,000
New +$10.4K ﹤0.01% 857

Other funds holding NPCT

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PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Newbridge Financial Services Group sold out of Nuveen Core Plus Impact Fund (NPCT) in Q4 2025, closing a stake of 1,000 shares — an estimated $11K sold.

Newbridge Financial Services Group first reported a position in NPCT in Q2 2025 and held it in 2 quarters. The position peaked at $11.2K in Q2 2025. 47 funds tracked by Wall St. Rank hold NPCT as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Nuveen Core Plus Impact Fund position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,000 Nuveen Core Plus Impact Fund shares in Q4 2025, an estimated $11K.
  • Newbridge Financial Services Group first reported a position in Nuveen Core Plus Impact Fund in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's Nuveen Core Plus Impact Fund position peaked at $11.2K in Q2 2025.
  • 47 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q4 2025.

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