Newbridge Financial Services Group
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Newbridge Financial Services Group’s Sun Communities SUI Stock Holding History

Newbridge Financial Services Group’s Portfolio SUI Stock Details SUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$111 Hold
1
– – ﹤0.01% 1228
2026
Q2 		$120 Buy
+1
New +$125 ﹤0.01% 1194
2022
Q3 		– Sell
-100
Closed -$16K – 1473
2022
Q2 		$16K Hold
100
– – 0.01% 729
2022
Q1 		$18K Buy
100
+93
+1,329% +$17.3K 0.01% 761
2021
Q4 		$1K Buy
+7
New +$1.38K ﹤0.01% 1364

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Daiwa Securities Group
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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Chilton Capital Management
Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Newbridge Financial Services Group's SUI Position: Q3 2026 in Review

Newbridge Financial Services Group held its Sun Communities (SUI) position steady in Q3 2026 at 1 share worth $111. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Newbridge Financial Services Group first reported a position in SUI in Q4 2021 and has held it in 5 quarters since. The position peaked at $18K in Q1 2022. 139 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

  • Newbridge Financial Services Group held 1 share of Sun Communities worth $111 as of Q3 2026.
  • Newbridge Financial Services Group left its Sun Communities share count unchanged in Q3 2026.
  • Sun Communities made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q3 2026, its #1228 holding.
  • Newbridge Financial Services Group first reported a position in Sun Communities in Q4 2021 and has held it in 5 quarters since.
  • Newbridge Financial Services Group's Sun Communities position peaked at $18K in Q1 2022.
  • 139 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.