Newbridge Financial Services Group’s Smith & Wesson SWBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$25.5K	Buy	1,816 +16	+0.9%	+$227	﹤0.01%	647
2026 Q2	$27.1K	Buy	+1,800	New	+$27K	﹤0.01%	641
2025 Q3	–	Sell	-100	Closed	-$868	–	1383
2025 Q2	$868	Buy	+100	New	+$947	﹤0.01%	1213
2023 Q2	–	Sell	-714	Closed	-$8.79K	–	1438
2023 Q1	$8.79K	Buy	714 +14	+2%	+$150	﹤0.01%	931
2022 Q4	$6.08K	Hold	700	–	–	﹤0.01%	1023
2022 Q3	$7K	Hold	700	–	–	﹤0.01%	983
2022 Q2	$9K	Hold	700	–	–	0.01%	899
2022 Q1	$11K	Hold	700	–	–	0.01%	924
2021 Q4	$12K	Hold	700	–	–	0.01%	886
2021 Q3	$15K	Hold	700	–	–	0.01%	754
2021 Q2	$24K	Sell	700 -700	-50%	-$14.7K	0.01%	724
2021 Q1	$24K	Hold	1,400	–	–	0.02%	647
2020 Q4	$25K	Buy	1,400 +700	+100%	+$11.6K	0.02%	486
2020 Q3	$11K	Buy	+700	New	+$12.4K	0.01%	659

Other funds holding SWBI

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

Newbridge Financial Services Group increased its Smith & Wesson (SWBI) stake by 0.89% in Q3 2026, buying an estimated $227 and bringing the position to 1,816 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Newbridge Financial Services Group first reported a position in SWBI in Q3 2020 and has held it in 14 quarters since. The position peaked at $27.1K in Q2 2026. 26 funds tracked by Wall St. Rank hold SWBI as of Q3 2026.

Newbridge Financial Services Group held 1,816 shares of Smith & Wesson worth $25.5K as of Q3 2026.
Newbridge Financial Services Group bought 16 Smith & Wesson shares in Q3 2026, an estimated $227.
Smith & Wesson made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q3 2026, its #647 holding.
Newbridge Financial Services Group first reported a position in Smith & Wesson in Q3 2020 and has held it in 14 quarters since.
Newbridge Financial Services Group's Smith & Wesson position peaked at $27.1K in Q2 2026.
26 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2026.

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