Newbridge Financial Services Group’s Ashford Hospitality Trust AHT Stock Holding History

Newbridge Financial Services Group’s Portfolio AHT Stock Details AHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-2	Closed	-$6	–	1315
2026 Q2	$6	Hold	2	–	–	﹤0.01%	1219
2026 Q1	$5	Hold	2	–	–	﹤0.01%	1176
2025 Q4	$9	Buy	+2	New	+$9	﹤0.01%	1172
2023 Q4	–	Sell	-1,343	Closed	-$32.1K	–	1130
2023 Q3	$32.1K	Buy	1,343 +450	+50%	+$14.3K	0.02%	533
2023 Q2	$33.3K	Buy	+893	New	+$33.6K	0.02%	560
2022 Q2	–	Sell	-1	Closed	–	–	1348
2022 Q1	$0	Sell	1 -2	-67%	-$178	﹤0.01%	1427
2021 Q4	$0	Hold	3	–	–	﹤0.01%	1398
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	1214
2021 Q2	$1K	Hold	3	–	–	﹤0.01%	1323
2021 Q1	$1K	Hold	3	–	–	﹤0.01%	1224
2020 Q4	$1K	Sell	3 -2	-40%	-$509	﹤0.01%	998
2020 Q3	$1K	Buy	+5	New	+$1.87K	﹤0.01%	950

Other funds holding AHT

Kingsbury Capital Investment Advisors Wilmette, Illinois $106M AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Owl Creek Wealth Partners Denver, Colorado $355M AUM

Newbridge Financial Services Group's AHT Position: Q3 2026 in Review

Newbridge Financial Services Group sold out of Ashford Hospitality Trust (AHT) in Q3 2026, closing a stake of 2 shares — an estimated $6 sold.

Newbridge Financial Services Group first reported a position in AHT in Q3 2020 and held it in 12 quarters. The position peaked at $33.3K in Q2 2023. 11 funds tracked by Wall St. Rank hold AHT as of Q3 2026.

Newbridge Financial Services Group reported no remaining Ashford Hospitality Trust position as of Q3 2026 after selling out during the quarter.
Newbridge Financial Services Group sold 2 Ashford Hospitality Trust shares in Q3 2026, an estimated $6.
Newbridge Financial Services Group first reported a position in Ashford Hospitality Trust in Q3 2020 and held it in 12 quarters.
Newbridge Financial Services Group's Ashford Hospitality Trust position peaked at $33.3K in Q2 2023.
11 funds tracked by Wall St. Rank held Ashford Hospitality Trust as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.