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FCPI icon

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
Q2 		$319K Hold
5,845
– – 0.04% 197
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Newbridge Financial Services Group held its Fidelity Stocks for Inflation ETF (FCPI) position steady in Q2 2026 at 5,845 shares worth $319K. The position accounts for 0.04% of the portfolio, ranked #197.

Newbridge Financial Services Group first reported a position in FCPI in Q2 2022 and has held it in 16 quarters since. The position peaked at $733K in Q4 2022. 50 funds tracked by Wall St. Rank hold FCPI as of Q2 2026.

  • Newbridge Financial Services Group held 5,845 shares of Fidelity Stocks for Inflation ETF worth $319K as of Q2 2026.
  • Newbridge Financial Services Group left its Fidelity Stocks for Inflation ETF share count unchanged in Q2 2026.
  • Fidelity Stocks for Inflation ETF made up 0.04% of Newbridge Financial Services Group's portfolio in Q2 2026, its #197 holding.
  • Newbridge Financial Services Group first reported a position in Fidelity Stocks for Inflation ETF in Q2 2022 and has held it in 16 quarters since.
  • Newbridge Financial Services Group's Fidelity Stocks for Inflation ETF position peaked at $733K in Q4 2022.
  • 50 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q2 2026.

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