NFSG
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Newbridge Financial Services Group’s Alcoa AA Stock Holding History

Newbridge Financial Services Group’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.59K Hold
24
– – ﹤0.01% 1044
2025
Q4 		$1.27K Hold
24
– – ﹤0.01% 1055
2025
Q3 		$789 Hold
24
– – ﹤0.01% 1206
2025
Q2 		$708 Buy
+24
New +$648 ﹤0.01% 1226
2024
Q3 		– Sell
-675
Closed -$26.9K – 659
2024
Q2 		$26.9K Buy
+675
New +$26.1K 0.01% 515
2022
Q2 		– Sell
-2,000
Closed -$180K – 1340
2022
Q1 		$180K Hold
2,000
– – 0.09% 216
2021
Q4 		$119K Hold
2,000
– – 0.06% 273
2021
Q3 		$98K Hold
2,000
– – 0.06% 271
2021
Q2 		$74K Hold
2,000
– – 0.05% 339
2021
Q1 		$65K Hold
2,000
– – 0.05% 334
2020
Q4 		$46K Hold
2,000
– – 0.04% 348
2020
Q3 		$23K Buy
+2,000
New +$26.8K 0.02% 466

Other funds holding AA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return