NFSG
RGT

Newbridge Financial Services Group’s Royce Global Value Trust RGT Stock Holding History

Newbridge Financial Services Group’s Portfolio RGT Stock Details RGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-45,320
Closed -$587K – 1397
2025
Q3 		$587K Buy
+45,320
New +$568K 0.09% 169

Other funds holding RGT

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
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SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

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

Newbridge Financial Services Group sold out of Royce Global Value Trust (RGT) in Q4 2025, closing a stake of 45,320 shares — an estimated $587K sold.

Newbridge Financial Services Group first reported a position in RGT in Q3 2025 and held it in 1 quarter. The position peaked at $587K in Q3 2025. 33 funds tracked by Wall St. Rank hold RGT as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Royce Global Value Trust position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 45,320 Royce Global Value Trust shares in Q4 2025, an estimated $587K.
  • Newbridge Financial Services Group first reported a position in Royce Global Value Trust in Q3 2025 and held it in 1 quarter.
  • Newbridge Financial Services Group's Royce Global Value Trust position peaked at $587K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held Royce Global Value Trust as of Q4 2025.

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