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Newbridge Financial Services Group’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Newbridge Financial Services Group’s Portfolio FCPI Stock Details FCPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$287K Sell
5,845
-655
-10% -$33K 0.05% 183
2025
Q4 		$322K Sell
6,500
-195
-3% -$9.75K 0.05% 177
2025
Q3 		$335K Sell
6,695
-1,170
-15% -$56.1K 0.05% 235
2025
Q2 		$367K Sell
7,865
-2,240
-22% -$98.1K 0.06% 214
2025
Q1 		$437K Sell
10,105
-3,795
-27% -$169K 0.11% 125
2024
Q4 		$603K Buy
+13,900
New +$619K 0.15% 105
2024
Q3 		– Sell
-14,623
Closed -$598K – 788
2024
Q2 		$598K Sell
14,623
-741
-5% -$29.2K 0.22% 87
2024
Q1 		$606K Sell
15,364
-452
-3% -$16.7K 0.26% 83
2023
Q4 		$554K Sell
15,816
-1,349
-8% -$44.7K 0.27% 87
2023
Q3 		$551K Sell
17,165
-2,184
-11% -$72.1K 0.28% 76
2023
Q2 		$635K Sell
19,349
-2,522
-12% -$80.1K 0.31% 65
2023
Q1 		$689K Sell
21,871
-1,803
-8% -$56.5K 0.37% 57
2022
Q4 		$733K Sell
23,674
-477
-2% -$14.9K 0.42% 49
2022
Q3 		$680K Buy
24,151
+3,418
+16% +$105K 0.4% 48
2022
Q2 		$603K Buy
+20,733
New +$666K 0.37% 58

Other funds holding FCPI

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Newbridge Financial Services Group's FCPI Position: Q1 2026 in Review

Newbridge Financial Services Group reduced its Fidelity Stocks for Inflation ETF (FCPI) stake by 10% in Q1 2026, selling an estimated $33K and leaving 5,845 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #183.

Newbridge Financial Services Group first reported a position in FCPI in Q2 2022 and has held it in 15 quarters since. The position peaked at $733K in Q4 2022. 52 funds tracked by Wall St. Rank hold FCPI as of Q1 2026.

  • Newbridge Financial Services Group held 5,845 shares of Fidelity Stocks for Inflation ETF worth $287K as of Q1 2026.
  • Newbridge Financial Services Group sold 655 Fidelity Stocks for Inflation ETF shares in Q1 2026, an estimated $33K.
  • Fidelity Stocks for Inflation ETF made up 0.05% of Newbridge Financial Services Group's portfolio in Q1 2026, its #183 holding.
  • Newbridge Financial Services Group first reported a position in Fidelity Stocks for Inflation ETF in Q2 2022 and has held it in 15 quarters since.
  • Newbridge Financial Services Group's Fidelity Stocks for Inflation ETF position peaked at $733K in Q4 2022.
  • 52 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.