NFSG
SMA

Newbridge Financial Services Group’s SmartStop Self Storage REIT SMA Stock Holding History

Newbridge Financial Services Group’s Portfolio SMA Stock Details SMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$64.8K Hold
1,995
– – 0.01% 425
2026
Q1 		$60.4K Sell
1,995
-100
-5% -$3.21K 0.01% 388
2025
Q4 		$64.8K Buy
+2,095
New +$70.9K 0.01% 383

Other funds holding SMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

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

Newbridge Financial Services Group held its SmartStop Self Storage REIT (SMA) position steady in Q2 2026 at 1,995 shares worth $64.8K. The position accounts for 0.01% of the portfolio, ranked #425.

Newbridge Financial Services Group first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Newbridge Financial Services Group held 1,995 shares of SmartStop Self Storage REIT worth $64.8K as of Q2 2026.
  • Newbridge Financial Services Group left its SmartStop Self Storage REIT share count unchanged in Q2 2026.
  • SmartStop Self Storage REIT made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #425 holding.
  • Newbridge Financial Services Group first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

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