NFSG
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Newbridge Financial Services Group’s ePlus PLUS Stock Holding History

Newbridge Financial Services Group’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10
Closed -$877 – 1236
2025
Q4 		$877 Hold
10
– – ﹤0.01% 1089
2025
Q3 		$710 Hold
10
– – ﹤0.01% 1213
2025
Q2 		$721 Hold
10
– – ﹤0.01% 1224
2025
Q1 		$610 Hold
10
– – ﹤0.01% 970
2024
Q4 		$739 Buy
+10
New +$873 ﹤0.01% 1041

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

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

Newbridge Financial Services Group sold out of ePlus (PLUS) in Q1 2026, closing a stake of 10 shares — an estimated $877 sold.

Newbridge Financial Services Group first reported a position in PLUS in Q4 2024 and held it in 5 quarters. The position peaked at $877 in Q4 2025. 283 funds tracked by Wall St. Rank hold PLUS as of Q1 2026.

  • Newbridge Financial Services Group reported no remaining ePlus position as of Q1 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 10 ePlus shares in Q1 2026, an estimated $877.
  • Newbridge Financial Services Group first reported a position in ePlus in Q4 2024 and held it in 5 quarters.
  • Newbridge Financial Services Group's ePlus position peaked at $877 in Q4 2025.
  • 283 funds tracked by Wall St. Rank held ePlus as of Q1 2026.

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