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Newbridge Financial Services Group’s Dorchester Minerals DMLP Stock Holding History

Newbridge Financial Services Group’s Portfolio DMLP Stock Details DMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.3K Hold
1,000
– – ﹤0.01% 651
2026
Q1 		$27.1K Hold
1,000
– – ﹤0.01% 572
2025
Q4 		$22.4K Sell
1,000
-250
-20% -$5.85K ﹤0.01% 614
2025
Q3 		$32.4K Hold
1,250
– – ﹤0.01% 617
2025
Q2 		$34.8K Buy
1,250
+250
+25% +$7.03K 0.01% 579
2025
Q1 		$30.1K Hold
1,000
– – 0.01% 474
2024
Q4 		$33.3K Hold
1,000
– – 0.01% 502
2024
Q3 		$30.1K Hold
1,000
– – 0.01% 315
2024
Q2 		$30.9K Hold
1,000
– – 0.01% 487
2024
Q1 		$33.7K Buy
+1,000
New +$31.6K 0.01% 492
2023
Q4 		– Sell
-1,000
Closed -$29.1K – 1209
2023
Q3 		$29.1K Hold
1,000
– – 0.01% 557
2023
Q2 		$30K Hold
1,000
– – 0.01% 581
2023
Q1 		$30.3K Hold
1,000
– – 0.02% 590
2022
Q4 		$29.9K Hold
1,000
– – 0.02% 595
2022
Q3 		$25K Hold
1,000
– – 0.01% 632
2022
Q2 		$24K Hold
1,000
– – 0.01% 599
2022
Q1 		$26K Hold
1,000
– – 0.01% 647
2021
Q4 		$20K Hold
1,000
– – 0.01% 722
2021
Q3 		$19K Hold
1,000
– – 0.01% 672
2021
Q2 		$17K Hold
1,000
– – 0.01% 821
2021
Q1 		$14K Hold
1,000
– – 0.01% 784
2020
Q4 		$11K Hold
1,000
– – 0.01% 690
2020
Q3 		$10K Buy
+1,000
New +$11.2K 0.01% 669

Other funds holding DMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
TCWA
Turtle Creek Wealth Advisors Dallas, Texas $1.89B AUM 33.61% 1-Year Est. Return
HBWM
Hollow Brook Wealth Management Katonah, New York $504M AUM 26.89% 1-Year Est. Return
MB
MidFirst Bank Oklahoma City, Oklahoma $1.41B AUM
MIM
Meixler Investment Management Show Low, Arizona $181M AUM 22.17% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return

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

Newbridge Financial Services Group held its Dorchester Minerals (DMLP) position steady in Q2 2026 at 1,000 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Newbridge Financial Services Group first reported a position in DMLP in Q3 2020 and has held it in 23 quarters since. The position peaked at $34.8K in Q2 2025. 153 funds tracked by Wall St. Rank hold DMLP as of Q2 2026.

  • Newbridge Financial Services Group held 1,000 shares of Dorchester Minerals worth $25.3K as of Q2 2026.
  • Newbridge Financial Services Group left its Dorchester Minerals share count unchanged in Q2 2026.
  • Dorchester Minerals made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #651 holding.
  • Newbridge Financial Services Group first reported a position in Dorchester Minerals in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's Dorchester Minerals position peaked at $34.8K in Q2 2025.
  • 153 funds tracked by Wall St. Rank held Dorchester Minerals as of Q2 2026.

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