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Newbridge Financial Services Group’s BHP BHP Stock Holding History

Newbridge Financial Services Group’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.7K Hold
140
– – ﹤0.01% 832
2026
Q1 		$10.2K Sell
140
-28
-17% -$1.98K ﹤0.01% 789
2025
Q4 		$10.1K Hold
168
– – ﹤0.01% 779
2025
Q3 		$9.36K Buy
168
+4
+2% +$213 ﹤0.01% 908
2025
Q2 		$7.9K Hold
164
– – ﹤0.01% 946
2025
Q1 		$7.97K Sell
164
-945
-85% -$47K ﹤0.01% 721
2024
Q4 		$54.2K Buy
+1,109
New +$60.3K 0.01% 385
2024
Q3 		– Sell
-1,398
Closed -$79.8K – 700
2024
Q2 		$79.8K Sell
1,398
-117
-8% -$6.8K 0.03% 294
2024
Q1 		$87.4K Buy
+1,515
New +$90.7K 0.04% 309
2023
Q4 		– Sell
-2,103
Closed -$120K – 1174
2023
Q3 		$120K Buy
2,103
+19
+0.9% +$1.11K 0.06% 261
2023
Q2 		$124K Sell
2,084
-20
-1% -$1.19K 0.06% 268
2023
Q1 		$133K Buy
2,104
+219
+12% +$14.1K 0.07% 263
2022
Q4 		$117K Hold
1,885
– – 0.07% 271
2022
Q3 		$94K Buy
1,885
+29
+2% +$1.54K 0.06% 305
2022
Q2 		$104K Buy
1,856
+1,233
+198% +$76.6K 0.06% 261
2022
Q1 		$43K Buy
623
+20
+3% +$1.22K 0.02% 513
2021
Q4 		$32K Sell
603
-853
-59% -$42.7K 0.02% 591
2021
Q3 		$70K Buy
1,456
+92
+7% +$5.62K 0.04% 330
2021
Q2 		$89K Sell
1,364
-542
-28% -$35.8K 0.05% 303
2021
Q1 		$118K Buy
1,906
+55
+3% +$3.54K 0.09% 226
2020
Q4 		$108K Sell
1,851
-388
-17% -$19.4K 0.09% 213
2020
Q3 		$103K Buy
+2,239
New +$108K 0.1% 192

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Newbridge Financial Services Group held its BHP (BHP) position steady in Q2 2026 at 140 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Newbridge Financial Services Group first reported a position in BHP in Q3 2020 and has held it in 22 quarters since. The position peaked at $133K in Q1 2023. 815 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Newbridge Financial Services Group held 140 shares of BHP worth $11.7K as of Q2 2026.
  • Newbridge Financial Services Group left its BHP share count unchanged in Q2 2026.
  • BHP made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #832 holding.
  • Newbridge Financial Services Group first reported a position in BHP in Q3 2020 and has held it in 22 quarters since.
  • Newbridge Financial Services Group's BHP position peaked at $133K in Q1 2023.
  • 815 funds tracked by Wall St. Rank held BHP as of Q2 2026.

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