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Bridgelight Financial Advisors, Inc.’s Nasdaq NDAQ Stock Holding History

Bridgelight Financial Advisors, Inc.’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$437K Buy
5,548
+22
+0.4% +$1.93K 0.3% 30
2026
Q1 		$469K Hold
5,526
– – 0.4% 25
2025
Q4 		$537K Buy
+5,526
New +$497K 0.46% 23

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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Bridgelight Financial Advisors, Inc.'s NDAQ Position: Q2 2026 in Review

Bridgelight Financial Advisors, Inc. increased its Nasdaq (NDAQ) stake by 0.4% in Q2 2026, buying an estimated $1.93K and bringing the position to 5,548 shares worth $437K. The position accounts for 0.3% of the portfolio, ranked #30.

Bridgelight Financial Advisors, Inc. first reported a position in NDAQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $537K in Q4 2025. 377 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Bridgelight Financial Advisors, Inc. held 5,548 shares of Nasdaq worth $437K as of Q2 2026.
  • Bridgelight Financial Advisors, Inc. bought 22 Nasdaq shares in Q2 2026, an estimated $1.93K.
  • Nasdaq made up 0.3% of Bridgelight Financial Advisors, Inc.'s portfolio in Q2 2026, its #30 holding.
  • Bridgelight Financial Advisors, Inc. first reported a position in Nasdaq in Q4 2025 and has held it in 3 quarters since.
  • Bridgelight Financial Advisors, Inc.'s Nasdaq position peaked at $537K in Q4 2025.
  • 377 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Bridgelight Financial Advisors, Inc.'s 13F filing for Q2 2026, filed 30 Jul 2026.