NFSG Corp

All 13F Filings

Location
Boca Raton, FL
Most recent 13F
Q3 2026
Holdings value ($000)
867,914
Description
—
Website
—
Founded
—
Chairman
—
CEO
—
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 10/15/2026 1,314 867,914 13F-HR NFSG Corp
Q2 2026 8/14/2026 1,245 808,265 13F-HR NFSG Corp
Q1 2026 5/5/2026 1,182 608,256 13F-HR NFSG Corp
Q4 2025 1/21/2026 1,216 644,028 13F-HR Newbridge Financial Services Group, Inc.
Q3 2025 11/13/2025 1,288 669,240 13F-HR Newbridge Financial Services Group, Inc.
Q2 2025 8/19/2025 1,321 616,276 13F-HR Newbridge Financial Services Group, Inc.
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 605.6 K 69.8% 38.18 K 0 38.18 K
ETFs 262.3 K 30.2% 21.43 K 0 21.43 K
Debt 50 0.0% 43 0 43
Other 15 0.0% 0 0 0
Swipe for more columns

Fund Snapshot

Q3 2026
Latest filed
10/15/2026
Total value ($000)
867,914
Holdings
1314
QoQ value change ($000)
59,649 (7.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.