NFSG Corp

All 13F Filings

Location
Boca Raton, FL
Most recent 13F
Q2 2026
Holdings value ($000)
808,265
Description
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Website
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Founded
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Chairman
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CEO
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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
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.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 567.4 K 70.2% 143.7 K 0 143.7 K
ETFs 240.8 K 29.8% 56.34 K 0 56.34 K
Debt 7 0.0% 0 28 -28
Other 15 0.0% 3 0 3
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Fund Snapshot

Q2 2026
Latest filed
8/14/2026
Total value ($000)
808,265
Holdings
1245
QoQ value change ($000)
200,009 (32.9%)
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.