Newedge Advisors, LLC originally filed its 13F report for Q1 2026 on May 15, 2026. The filing was subsequently amended, with the latest update submitted on June 03, 2026. The portfolio totaled 2.16 B reflecting a -92.16% change from the prior quarter, spanning 1,217 assets. The top 10 holdings comprised 26.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 92 new positions and 2929 complete exits.
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Yes. Newedge Advisors originally filed on 05/15/2026 and subsequently submitted 1 amendment(s). The latest filing (13F-HR/A) was submitted on 06/03/2026.
In the Q1 2026 filing, Newedge Advisors reported a managed portfolio value of 27.68 B, consisting of 4,127 individual positions.
Multiple filings indicate that Newedge Advisors updated their Q1 2026 report. The initial filing was submitted on 05/15/2026, followed by amendments to correct data or disclose previously confidential holdings.
This page displays the raw filing documents. To see which stocks Newedge Advisors bought or sold during Q1 2026, please visit Newedge Advisors's Portfolio Analysis page.