Newbridge Financial Services Group’s Greystone Housing Impact Investors LP GHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.9K	Buy	+2,575	New	+$13.6K	﹤0.01%	777
2025 Q1	–	Sell	-5,907	Closed	-$60.5K	–	1088
2024 Q4	$60.5K	Buy	5,907 +100	+2%	+$1.2K	0.02%	358
2024 Q3	$81.5K	Buy	5,807 +752	+15%	+$10.6K	0.03%	213
2024 Q2	$74.9K	Sell	5,055 -664	-12%	-$10.1K	0.03%	306
2024 Q1	$93.2K	Buy	5,719 +70	+1%	+$1.16K	0.04%	298
2023 Q4	$94.5K	Buy	5,649 +73	+1%	+$1.18K	0.05%	286
2023 Q3	$85.4K	Buy	5,576 +73	+1%	+$1.16K	0.04%	327
2023 Q2	$89.6K	Sell	5,503 -301	-5%	-$4.83K	0.04%	341
2023 Q1	$98.7K	Buy	5,804 +135	+2%	+$2.39K	0.05%	319
2022 Q4	$97K	Sell	5,669 -472	-8%	-$8.44K	0.06%	306
2022 Q3	$103K	Buy	6,141 +42	+0.7%	+$769	0.06%	294
2022 Q2	$107K	Buy	+6,099	New	+$105K	0.07%	255

Other funds holding GHI

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCM

Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

ATS

Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return

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

Newbridge Financial Services Group opened a new position in Greystone Housing Impact Investors LP (GHI) in Q2 2026: 2,575 shares worth $14.9K. The stake represents ﹤0.01% of the portfolio and ranks #777 among its holdings. This is a return to the name: Newbridge Financial Services Group previously reported a position in GHI as recently as Q4 2024.

Newbridge Financial Services Group first reported a position in GHI in Q2 2022 and has held it in 12 quarters since. The position peaked at $107K in Q2 2022. 36 funds tracked by Wall St. Rank hold GHI as of Q2 2026.

Newbridge Financial Services Group held 2,575 shares of Greystone Housing Impact Investors LP worth $14.9K as of Q2 2026.
Greystone Housing Impact Investors LP was a new Newbridge Financial Services Group position in Q2 2026.
Greystone Housing Impact Investors LP made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #777 holding.
Newbridge Financial Services Group first reported a position in Greystone Housing Impact Investors LP in Q2 2022 and has held it in 12 quarters since.
Newbridge Financial Services Group's Greystone Housing Impact Investors LP position peaked at $107K in Q2 2022.
36 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q2 2026.

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