NFSG
POOL icon

Newbridge Financial Services Group’s Pool Corp POOL Stock Holding History

Newbridge Financial Services Group’s Portfolio POOL Stock Details POOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$831 Hold
4
– – ﹤0.01% 1090
2025
Q4 		$934 Hold
4
– – ﹤0.01% 1082
2025
Q3 		$1.26K Hold
4
– – ﹤0.01% 1168
2025
Q2 		$1.18K Hold
4
– – ﹤0.01% 1181
2025
Q1 		$1.28K Hold
4
– – ﹤0.01% 930
2024
Q4 		$1.37K Buy
+4
New +$1.46K ﹤0.01% 1001
2021
Q3 		– Sell
-1
Closed – – 1571
2021
Q2 		$0 Hold
1
– – ﹤0.01% 1501
2021
Q1 		$1K Buy
+1
New +$348 ﹤0.01% 1309

Other funds holding POOL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return