NFSG
TDF

Newbridge Financial Services Group’s Templeton Dragon Fund TDF Stock Holding History

Newbridge Financial Services Group’s Portfolio TDF Stock Details TDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-58,095
Closed -$677K – 1424
2025
Q3 		$677K Buy
58,095
+453
+0.8% +$4.87K 0.1% 147
2025
Q2 		$576K Buy
+57,642
New +$547K 0.09% 167

Other funds holding TDF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Newbridge Financial Services Group sold out of Templeton Dragon Fund (TDF) in Q4 2025, closing a stake of 58,095 shares — an estimated $677K sold.

Newbridge Financial Services Group first reported a position in TDF in Q2 2025 and held it in 2 quarters. The position peaked at $677K in Q3 2025. 50 funds tracked by Wall St. Rank hold TDF as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Templeton Dragon Fund position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 58,095 Templeton Dragon Fund shares in Q4 2025, an estimated $677K.
  • Newbridge Financial Services Group first reported a position in Templeton Dragon Fund in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's Templeton Dragon Fund position peaked at $677K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q4 2025.

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