NFSG
SOAR icon

Newbridge Financial Services Group’s Volato Group SOAR Stock Holding History

Newbridge Financial Services Group’s Portfolio SOAR Stock Details SOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-54
Closed -$331 – 1145
2024
Q4 		$331 Buy
+54
New +$370 ﹤0.01% 1074

Other funds holding SOAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MA
Montag & Associates Atlanta, Georgia $2.15B AUM 20.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Newbridge Financial Services Group's SOAR Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of Volato Group (SOAR) in Q1 2025, closing a stake of 54 shares — an estimated $331 sold.

Newbridge Financial Services Group first reported a position in SOAR in Q4 2024 and held it in 1 quarter. The position peaked at $331 in Q4 2024. 12 funds tracked by Wall St. Rank hold SOAR as of Q1 2025.

  • Newbridge Financial Services Group reported no remaining Volato Group position as of Q1 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 54 Volato Group shares in Q1 2025, an estimated $331.
  • Newbridge Financial Services Group first reported a position in Volato Group in Q4 2024 and held it in 1 quarter.
  • Newbridge Financial Services Group's Volato Group position peaked at $331 in Q4 2024.
  • 12 funds tracked by Wall St. Rank held Volato Group as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.