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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
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

Other funds holding SUI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Newbridge Financial Services Group opened a new position in Sun Communities (SUI) in Q2 2026: 1 share worth $120. The stake represents ﹤0.01% of the portfolio and ranks #1194 among its holdings. This is a return to the name: Newbridge Financial Services Group previously reported a position in SUI as recently as Q2 2022.

Newbridge Financial Services Group first reported a position in SUI in Q4 2021 and has held it in 4 quarters since. The position peaked at $18K in Q1 2022. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Newbridge Financial Services Group held 1 share of Sun Communities worth $120 as of Q2 2026.
  • Sun Communities was a new Newbridge Financial Services Group position in Q2 2026.
  • Sun Communities made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #1194 holding.
  • Newbridge Financial Services Group first reported a position in Sun Communities in Q4 2021 and has held it in 4 quarters since.
  • Newbridge Financial Services Group's Sun Communities position peaked at $18K in Q1 2022.
  • 531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

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