Birch Financial Group
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Birch Financial Group’s NVIDIA NVDA Stock Holding History

Birch Financial Group’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.18M Buy
13,930
+3,019
+28% +$647K 1.49% 17
2026
Q2 		$2.18M Buy
10,911
+291
+3% +$59.8K 1.12% 22
2026
Q1 		$1.85M Sell
10,620
-90
-0.8% -$16.5K 1.08% 22
2025
Q4 		$2M Sell
10,710
-2,025
-16% -$377K 1.14% 20
2025
Q3 		$2.38M Buy
12,735
+3,234
+34% +$564K 1.4% 18
2025
Q2 		$1.5M Sell
9,501
-1,258
-12% -$158K 1.2% 17
2025
Q1 		$1.17M Buy
10,759
+4,971
+86% +$630K 1.04% 18
2024
Q4 		$777K Buy
+5,788
New +$798K 0.87% 20

Other funds holding NVDA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Birch Financial Group's NVDA Position: Q3 2026 in Review

Birch Financial Group increased its NVIDIA (NVDA) stake by 28% in Q3 2026, buying an estimated $647K and bringing the position to 13,930 shares worth $3.18M. The position accounts for 1.49% of the portfolio, ranked #17.

Birch Financial Group first reported a position in NVDA in Q4 2024 and has held it in 8 quarters since. 4,182 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Birch Financial Group held 13,930 shares of NVIDIA worth $3.18M as of Q3 2026.
  • Birch Financial Group bought 3,019 NVIDIA shares in Q3 2026, an estimated $647K.
  • NVIDIA made up 1.49% of Birch Financial Group's portfolio in Q3 2026, its #17 holding.
  • Birch Financial Group first reported a position in NVIDIA in Q4 2024 and has held it in 8 quarters since.
  • 4,182 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.