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Newbridge Financial Services Group’s Evolution Petroleum EPM Stock Holding History

Newbridge Financial Services Group’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.7K Hold
6,975
– – ﹤0.01% 647
2026
Q1 		$31.9K Hold
6,975
– – 0.01% 535
2025
Q4 		$24.7K Buy
6,975
+1,200
+21% +$5.06K ﹤0.01% 587
2025
Q3 		$27.8K Hold
5,775
– – ﹤0.01% 662
2025
Q2 		$27.1K Hold
5,775
– – ﹤0.01% 641
2025
Q1 		$29.9K Hold
5,775
– – 0.01% 475
2024
Q4 		$30.2K Hold
5,775
– – 0.01% 524
2024
Q3 		$30.7K Hold
5,775
– – 0.01% 314
2024
Q2 		$30.4K Buy
5,775
+325
+6% +$1.82K 0.01% 489
2024
Q1 		$33.5K Hold
5,450
– – 0.01% 493
2023
Q4 		$31.7K Buy
5,450
+750
+16% +$4.59K 0.02% 502
2023
Q3 		$32.1K Sell
4,700
-1,625
-26% -$13.7K 0.02% 532
2023
Q2 		$51K Hold
6,325
– – 0.03% 451
2023
Q1 		$39.9K Buy
6,325
+2,400
+61% +$15.4K 0.02% 517
2022
Q4 		$29.6K Buy
3,925
+3,525
+881% +$26.5K 0.02% 598
2022
Q3 		$3K Hold
400
– – ﹤0.01% 1125
2022
Q2 		$2K Buy
+400
New +$2.69K ﹤0.01% 1173

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Newbridge Financial Services Group held its Evolution Petroleum (EPM) position steady in Q2 2026 at 6,975 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Newbridge Financial Services Group first reported a position in EPM in Q2 2022 and has held it in 17 quarters since. The position peaked at $51K in Q2 2023. 118 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Newbridge Financial Services Group held 6,975 shares of Evolution Petroleum worth $25.7K as of Q2 2026.
  • Newbridge Financial Services Group left its Evolution Petroleum share count unchanged in Q2 2026.
  • Evolution Petroleum made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #647 holding.
  • Newbridge Financial Services Group first reported a position in Evolution Petroleum in Q2 2022 and has held it in 17 quarters since.
  • Newbridge Financial Services Group's Evolution Petroleum position peaked at $51K in Q2 2023.
  • 118 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

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