Newbridge Financial Services Group’s VanEck Short Muni ETF SMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.78K	Hold	333	–	–	﹤0.01%	946
2026 Q1	$5.76K	Hold	333	–	–	﹤0.01%	892
2025 Q4	$5.8K	Hold	333	–	–	﹤0.01%	877
2025 Q3	$5.8K	Hold	333	–	–	﹤0.01%	998
2025 Q2	$5.75K	Hold	333	–	–	﹤0.01%	1003
2025 Q1	$5.71K	Hold	333	–	–	﹤0.01%	779
2024 Q4	$5.69K	Hold	333	–	–	﹤0.01%	841
2024 Q3	$5.76K	Hold	333	–	–	﹤0.01%	496
2024 Q2	$5.66K	Hold	333	–	–	﹤0.01%	821
2024 Q1	$5.67K	Hold	333	–	–	﹤0.01%	869
2023 Q4	$5.69K	Hold	333	–	–	﹤0.01%	838
2023 Q3	$5.56K	Hold	333	–	–	﹤0.01%	932
2023 Q2	$5.61K	Hold	333	–	–	﹤0.01%	991
2023 Q1	$5.66K	Hold	333	–	–	﹤0.01%	1038
2022 Q4	$5.62K	Hold	333	–	–	﹤0.01%	1042
2022 Q3	$6K	Buy	+333	New	+$5.65K	﹤0.01%	1016

Other funds holding SMB

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Newbridge Financial Services Group held its VanEck Short Muni ETF (SMB) position steady in Q2 2026 at 333 shares worth $5.78K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Newbridge Financial Services Group first reported a position in SMB in Q3 2022 and has held it in 16 quarters since. The position peaked at $6K in Q3 2022. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

Newbridge Financial Services Group held 333 shares of VanEck Short Muni ETF worth $5.78K as of Q2 2026.
Newbridge Financial Services Group left its VanEck Short Muni ETF share count unchanged in Q2 2026.
VanEck Short Muni ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #946 holding.
Newbridge Financial Services Group first reported a position in VanEck Short Muni ETF in Q3 2022 and has held it in 16 quarters since.
Newbridge Financial Services Group's VanEck Short Muni ETF position peaked at $6K in Q3 2022.
104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

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