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Newbridge Financial Services Group’s BP BP Stock Holding History

Newbridge Financial Services Group’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$245K Buy
6,622
+2,256
+52% +$99K 0.03% 221
2026
Q1 		$205K Sell
4,366
-4,889
-53% -$192K 0.03% 215
2025
Q4 		$321K Buy
9,255
+9
+0.1% +$316 0.05% 178
2025
Q3 		$319K Buy
9,246
+9
+0.1% +$301 0.05% 239
2025
Q2 		$276K Buy
9,237
+415
+5% +$12.2K 0.04% 251
2025
Q1 		$298K Sell
8,822
-692
-7% -$22.6K 0.07% 156
2024
Q4 		$281K Buy
+9,514
New +$286K 0.07% 175
2024
Q3 		– Sell
-8,156
Closed -$294K – 711
2024
Q2 		$294K Sell
8,156
-1,997
-20% -$74.8K 0.11% 135
2024
Q1 		$383K Buy
+10,153
New +$364K 0.17% 122
2023
Q4 		– Sell
-3,162
Closed -$122K – 1184
2023
Q3 		$122K Buy
3,162
+3
+0.1% +$111 0.06% 256
2023
Q2 		$111K Buy
3,159
+3
+0.1% +$111 0.05% 291
2023
Q1 		$120K Sell
3,156
-527
-14% -$19.7K 0.06% 284
2022
Q4 		$129K Buy
3,683
+3
+0.1% +$100 0.07% 259
2022
Q3 		$105K Buy
3,680
+3
+0.1% +$89 0.06% 290
2022
Q2 		$104K Sell
3,677
-167
-4% -$5.12K 0.06% 262
2022
Q1 		$113K Buy
3,844
+225
+6% +$6.86K 0.06% 284
2021
Q4 		$96K Buy
3,619
+350
+11% +$9.71K 0.05% 316
2021
Q3 		$89K Sell
3,269
-540
-14% -$13.5K 0.06% 287
2021
Q2 		$101K Buy
3,809
+133
+4% +$3.49K 0.06% 280
2021
Q1 		$90K Buy
3,676
+78
+2% +$1.88K 0.07% 272
2020
Q4 		$74K Sell
3,598
-789
-18% -$14.9K 0.06% 258
2020
Q3 		$77K Buy
+4,387
New +$95K 0.08% 229

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Newbridge Financial Services Group increased its BP (BP) stake by 52% in Q2 2026, buying an estimated $99K and bringing the position to 6,622 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #221.

Newbridge Financial Services Group first reported a position in BP in Q3 2020 and has held it in 22 quarters since. The position peaked at $383K in Q1 2024. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Newbridge Financial Services Group held 6,622 shares of BP worth $245K as of Q2 2026.
  • Newbridge Financial Services Group bought 2,256 BP shares in Q2 2026, an estimated $99K.
  • BP made up 0.03% of Newbridge Financial Services Group's portfolio in Q2 2026, its #221 holding.
  • Newbridge Financial Services Group first reported a position in BP in Q3 2020 and has held it in 22 quarters since.
  • Newbridge Financial Services Group's BP position peaked at $383K in Q1 2024.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

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