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Newbridge Financial Services Group’s Starwood Property Trust STWD Stock Holding History

Newbridge Financial Services Group’s Portfolio STWD Stock Details STWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.28K Hold
200
– – ﹤0.01% 1023
2026
Q1 		$3.44K Hold
200
– – ﹤0.01% 969
2025
Q4 		$3.6K Hold
200
– – ﹤0.01% 948
2025
Q3 		$3.87K Sell
200
-400
-67% -$8.05K ﹤0.01% 1066
2025
Q2 		$12K Buy
600
+270
+82% +$5.25K ﹤0.01% 839
2025
Q1 		$6.52K Sell
330
-11,622
-97% -$228K ﹤0.01% 754
2024
Q4 		$226K Sell
11,952
-1,797
-13% -$35.6K 0.06% 194
2024
Q3 		$280K Sell
13,749
-497
-3% -$9.92K 0.1% 129
2024
Q2 		$270K Buy
14,246
+34
+0.2% +$662 0.1% 148
2024
Q1 		$289K Buy
14,212
+714
+5% +$14.5K 0.13% 140
2023
Q4 		$284K Sell
13,498
-573
-4% -$11.3K 0.14% 147
2023
Q3 		$272K Sell
14,071
-65
-0.5% -$1.32K 0.14% 149
2023
Q2 		$274K Sell
14,136
-703
-5% -$12.5K 0.13% 162
2023
Q1 		$262K Buy
14,839
+213
+1% +$4.11K 0.14% 150
2022
Q4 		$268K Sell
14,626
-3,690
-20% -$73.5K 0.15% 138
2022
Q3 		$334K Buy
18,316
+2,422
+15% +$54.9K 0.2% 105
2022
Q2 		$332K Buy
15,894
+1,183
+8% +$27.2K 0.21% 105
2022
Q1 		$356K Sell
14,711
-80
-0.5% -$1.93K 0.18% 119
2021
Q4 		$359K Buy
14,791
+3,138
+27% +$79.1K 0.17% 126
2021
Q3 		$284K Sell
11,653
-490
-4% -$12.5K 0.18% 125
2021
Q2 		$318K Buy
12,143
+2,549
+27% +$64.9K 0.19% 118
2021
Q1 		$237K Buy
9,594
+170
+2% +$3.68K 0.17% 135
2020
Q4 		$182K Buy
9,424
+341
+4% +$5.8K 0.15% 143
2020
Q3 		$137K Buy
+9,083
New +$139K 0.14% 159

Other funds holding STWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Newbridge Financial Services Group held its Starwood Property Trust (STWD) position steady in Q2 2026 at 200 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Newbridge Financial Services Group first reported a position in STWD in Q3 2020 and has held it in 24 quarters since. The position peaked at $359K in Q4 2021. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Newbridge Financial Services Group held 200 shares of Starwood Property Trust worth $3.28K as of Q2 2026.
  • Newbridge Financial Services Group left its Starwood Property Trust share count unchanged in Q2 2026.
  • Starwood Property Trust made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #1023 holding.
  • Newbridge Financial Services Group first reported a position in Starwood Property Trust in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's Starwood Property Trust position peaked at $359K in Q4 2021.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

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