NFSG
DXYZ

Newbridge Financial Services Group’s Destiny Tech100 DXYZ Stock Holding History

Newbridge Financial Services Group’s Portfolio DXYZ Stock Details DXYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$119K Buy
4,622
+4,300
+1,335% +$162K 0.01% 315
2026
Q1 		$8.62K Hold
322
– – ﹤0.01% 819
2025
Q4 		$9.86K Buy
+322
New +$8.61K ﹤0.01% 785
2024
Q4 		– Sell
-100
Closed -$995 – 1191
2024
Q3 		$995 Hold
100
– – ﹤0.01% 597
2024
Q2 		$1.52K Buy
+100
New +$2.17K ﹤0.01% 975

Other funds holding DXYZ

JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Newbridge Financial Services Group increased its Destiny Tech100 (DXYZ) stake by 1,335% in Q2 2026, buying an estimated $162K and bringing the position to 4,622 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #315.

Newbridge Financial Services Group first reported a position in DXYZ in Q2 2024 and has held it in 5 quarters since. 153 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

  • Newbridge Financial Services Group held 4,622 shares of Destiny Tech100 worth $119K as of Q2 2026.
  • Newbridge Financial Services Group bought 4,300 Destiny Tech100 shares in Q2 2026, an estimated $162K.
  • Destiny Tech100 made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #315 holding.
  • Newbridge Financial Services Group first reported a position in Destiny Tech100 in Q2 2024 and has held it in 5 quarters since.
  • 153 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

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