Newbridge Financial Services Group’s Nuveen Variable Rate Preferred & Income Fund NPFD Stock Holding History

Newbridge Financial Services Group’s Portfolio NPFD Stock Details NPFD 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	-$20K	–	1360
2025 Q3	$20K	Hold	1,000	–	–	﹤0.01%	746
2025 Q2	$19.3K	Buy	+1,000	New	+$18.6K	﹤0.01%	734

Other funds holding NPFD

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Newbridge Financial Services Group sold out of Nuveen Variable Rate Preferred & Income Fund (NPFD) in Q4 2025, closing a stake of 1,000 shares — an estimated $20K sold.

Newbridge Financial Services Group first reported a position in NPFD in Q2 2025 and held it in 2 quarters. The position peaked at $20K in Q3 2025. 48 funds tracked by Wall St. Rank hold NPFD as of Q4 2025.

Newbridge Financial Services Group reported no remaining Nuveen Variable Rate Preferred & Income Fund position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 1,000 Nuveen Variable Rate Preferred & Income Fund shares in Q4 2025, an estimated $20K.
Newbridge Financial Services Group first reported a position in Nuveen Variable Rate Preferred & Income Fund in Q2 2025 and held it in 2 quarters.
Newbridge Financial Services Group's Nuveen Variable Rate Preferred & Income Fund position peaked at $20K in Q3 2025.
48 funds tracked by Wall St. Rank held Nuveen Variable Rate Preferred & Income Fund as of Q4 2025.

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