Steward Partners Investment Advisory’s Bridge Investment Group BRDG Stock Holding History

Steward Partners Investment Advisory’s Portfolio BRDG Stock Details BRDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,907	Closed	-$24.4K	–	4033
2024 Q4	$24.4K	Buy	2,907 +2,152	+285%	+$21.2K	﹤0.01%	2688
2024 Q3	$7.45K	Buy	+755	New	+$6.16K	﹤0.01%	3061
2024 Q1	–	Sell	-24	Closed	-$235	–	3579
2023 Q4	$235	Hold	24	–	–	﹤0.01%	3402
2023 Q3	$221	Hold	24	–	–	﹤0.01%	3288
2023 Q2	$272	Sell	24 -545	-96%	-$5.55K	﹤0.01%	3221
2023 Q1	$6.45K	Sell	569 -605	-52%	-$8.17K	﹤0.01%	2693
2022 Q4	$14.1K	Buy	1,174 +30	+3%	+$432	﹤0.01%	2407
2022 Q3	$17K	Sell	1,144 -5,465	-83%	-$88.3K	﹤0.01%	2283
2022 Q2	$96K	Buy	+6,609	New	+$117K	﹤0.01%	1512

Other funds holding BRDG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Steward Partners Investment Advisory's BRDG Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Bridge Investment Group (BRDG) in Q1 2025, closing a stake of 2,907 shares — an estimated $24.4K sold.

Steward Partners Investment Advisory first reported a position in BRDG in Q2 2022 and held it in 9 quarters. The position peaked at $96K in Q2 2022. 71 funds tracked by Wall St. Rank hold BRDG as of Q1 2025.

Steward Partners Investment Advisory reported no remaining Bridge Investment Group position as of Q1 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 2,907 Bridge Investment Group shares in Q1 2025, an estimated $24.4K.
Steward Partners Investment Advisory first reported a position in Bridge Investment Group in Q2 2022 and held it in 9 quarters.
Steward Partners Investment Advisory's Bridge Investment Group position peaked at $96K in Q2 2022.
71 funds tracked by Wall St. Rank held Bridge Investment Group as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.