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Newbridge Financial Services Group’s AI Financial Corp AIFC Stock Holding History

Newbridge Financial Services Group’s Portfolio AIFC Stock Details AIFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,400
Closed -$7.1K – 1291
2026
Q1 		$7.1K Buy
+6,400
New +$10.4K ﹤0.01% 851

Other funds holding AIFC

CL
CRCM LP San Francisco, California $152M AUM 26.3% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DC
Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ExodusPoint Capital Management
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jump Financial
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.37B AUM 71.68% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Newbridge Financial Services Group's AIFC Position: Q2 2026 in Review

Newbridge Financial Services Group sold out of AI Financial Corp (AIFC) in Q2 2026, closing a stake of 6,400 shares — an estimated $7.1K sold.

Newbridge Financial Services Group first reported a position in AIFC in Q1 2026 and held it in 1 quarter. The position peaked at $7.1K in Q1 2026. 75 funds tracked by Wall St. Rank hold AIFC as of Q2 2026.

  • Newbridge Financial Services Group reported no remaining AI Financial Corp position as of Q2 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 6,400 AI Financial Corp shares in Q2 2026, an estimated $7.1K.
  • Newbridge Financial Services Group first reported a position in AI Financial Corp in Q1 2026 and held it in 1 quarter.
  • Newbridge Financial Services Group's AI Financial Corp position peaked at $7.1K in Q1 2026.
  • 75 funds tracked by Wall St. Rank held AI Financial Corp as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.