Newbridge Financial Services Group
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
Q3 		$322K Sell
5,745
-100
-2% -$5.58K 0.04% 198
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% -$9.8K 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

Wealth Enhancement Advisory Services
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Elm3 Financial Group
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Sunrise Financial Services
Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Newbridge Financial Services Group's FCPI Position: Q3 2026 in Review

Newbridge Financial Services Group reduced its Fidelity Stocks for Inflation ETF (FCPI) stake by 1.7% in Q3 2026, selling an estimated $5.58K and leaving 5,745 shares worth $322K. The position accounts for 0.04% of the portfolio, ranked #198.

Newbridge Financial Services Group first reported a position in FCPI in Q2 2022 and has held it in 17 quarters since. The position peaked at $733K in Q4 2022. 9 funds tracked by Wall St. Rank hold FCPI as of Q3 2026.

  • Newbridge Financial Services Group held 5,745 shares of Fidelity Stocks for Inflation ETF worth $322K as of Q3 2026.
  • Newbridge Financial Services Group sold 100 Fidelity Stocks for Inflation ETF shares in Q3 2026, an estimated $5.58K.
  • Fidelity Stocks for Inflation ETF made up 0.04% of Newbridge Financial Services Group's portfolio in Q3 2026, its #198 holding.
  • Newbridge Financial Services Group first reported a position in Fidelity Stocks for Inflation ETF in Q2 2022 and has held it in 17 quarters since.
  • Newbridge Financial Services Group's Fidelity Stocks for Inflation ETF position peaked at $733K in Q4 2022.
  • 9 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.