Strategic Wealth Partners’s Bridge Investment Group BRDG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-826
Closed -$8.27K 1327
2025
Q2
$8.27K Buy
+826
New +$7.7K ﹤0.01% 818
2024
Q4
$132K Hold
17,096
0.01% 310
2024
Q3
$169K Sell
17,096
-3,864
-18% -$31.5K 0.02% 287
2024
Q2
$156K Buy
20,960
+10,450
+99% +$74.8K 0.02% 282
2024
Q1
$72K Sell
10,510
-1,450
-12% -$12.1K 0.01% 276
2023
Q4
$117K Hold
11,960
0.01% 271
2023
Q3
$110K Buy
+11,960
New +$132K 0.01% 275

Strategic Wealth Partners's BRDG Position: Q3 2025 in Review

Strategic Wealth Partners sold out of Bridge Investment Group (BRDG) in Q3 2025, closing a stake of 826 shares — an estimated $8.27K sold.

Strategic Wealth Partners first reported a position in BRDG in Q3 2023 and held it in 7 quarters. The position peaked at $169K in Q3 2024. 0 funds tracked by Wall St. Rank hold BRDG as of Q3 2025.

  • Strategic Wealth Partners reported no remaining Bridge Investment Group position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 826 Bridge Investment Group shares in Q3 2025, an estimated $8.27K.
  • Strategic Wealth Partners first reported a position in Bridge Investment Group in Q3 2023 and held it in 7 quarters.
  • Strategic Wealth Partners's Bridge Investment Group position peaked at $169K in Q3 2024.
  • 0 funds tracked by Wall St. Rank held Bridge Investment Group as of Q3 2025.

Based on Strategic Wealth Partners's 13F filing for Q3 2025, filed 14 Nov 2025.