Newbridge Financial Services Group
PBDC icon

Newbridge Financial Services Group’s Putnam BDC Income ETF PBDC Stock Holding History

Newbridge Financial Services Group’s Portfolio PBDC Stock Details PBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-432
Closed -$13.2K – 1234
2025
Q4 		$13.2K Sell
432
-57,767
-99% -$1.77M ﹤0.01% 740
2025
Q3 		$1.85M Buy
58,199
+503
+0.9% +$16.9K 0.28% 74
2025
Q2 		$1.95M Buy
57,696
+1,354
+2% +$43.9K 0.32% 66
2025
Q1 		$1.95M Buy
56,342
+11,886
+27% +$418K 0.47% 48
2024
Q4 		$1.53M Buy
44,456
+12,837
+41% +$435K 0.39% 55
2024
Q3 		$1.07M Buy
+31,619
New +$1.06M 0.38% 64

Other funds holding PBDC

Condor Capital Management
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Clark Capital Management Group
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Prota Financial
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Evolution Wealth Advisors
Evolution Wealth Advisors Aventura, Florida $960M AUM 20.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Newbridge Financial Services Group's PBDC Position: Q1 2026 in Review

Newbridge Financial Services Group sold out of Putnam BDC Income ETF (PBDC) in Q1 2026, closing a stake of 432 shares — an estimated $13.2K sold.

Newbridge Financial Services Group first reported a position in PBDC in Q3 2024 and held it in 6 quarters. The position peaked at $1.95M in Q1 2025. 58 funds tracked by Wall St. Rank hold PBDC as of Q1 2026.

  • Newbridge Financial Services Group reported no remaining Putnam BDC Income ETF position as of Q1 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 432 Putnam BDC Income ETF shares in Q1 2026, an estimated $13.2K.
  • Newbridge Financial Services Group first reported a position in Putnam BDC Income ETF in Q3 2024 and held it in 6 quarters.
  • Newbridge Financial Services Group's Putnam BDC Income ETF position peaked at $1.95M in Q1 2025.
  • 58 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.