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Newbridge Financial Services Group’s VanEck BDC Income ETF BIZD Stock Holding History

Newbridge Financial Services Group’s Portfolio BIZD Stock Details BIZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.9K Buy
2,126
+1,138
+115% +$14.4K ﹤0.01% 642
2026
Q1 		$12.6K Buy
988
+480
+94% +$6.46K ﹤0.01% 749
2025
Q4 		$7.2K Buy
508
+28
+6% +$401 ﹤0.01% 835
2025
Q3 		$7.18K Buy
480
+12
+3% +$192 ﹤0.01% 956
2025
Q2 		$7.61K Buy
468
+13
+3% +$203 ﹤0.01% 949
2025
Q1 		$7.63K Hold
455
– – ﹤0.01% 730
2024
Q4 		$7.57K Buy
455
+24
+6% +$396 ﹤0.01% 790
2024
Q3 		$7.14K Buy
+431
New +$7.07K ﹤0.01% 469

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

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

Newbridge Financial Services Group increased its VanEck BDC Income ETF (BIZD) stake by 115% in Q2 2026, buying an estimated $14.4K and bringing the position to 2,126 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Newbridge Financial Services Group first reported a position in BIZD in Q3 2024 and has held it in 8 quarters since. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Newbridge Financial Services Group held 2,126 shares of VanEck BDC Income ETF worth $26.9K as of Q2 2026.
  • Newbridge Financial Services Group bought 1,138 VanEck BDC Income ETF shares in Q2 2026, an estimated $14.4K.
  • VanEck BDC Income ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #642 holding.
  • Newbridge Financial Services Group first reported a position in VanEck BDC Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

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