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Newbridge Financial Services Group’s Factset FDS Stock Holding History

Newbridge Financial Services Group’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.67K Hold
7
– – ﹤0.01% 1089
2026
Q1 		$1.56K Hold
7
– – ﹤0.01% 1046
2025
Q4 		$2.08K Hold
7
– – ﹤0.01% 1020
2025
Q3 		$2.04K Hold
7
– – ﹤0.01% 1130
2025
Q2 		$3.18K Hold
7
– – ﹤0.01% 1087
2025
Q1 		$3.23K Hold
7
– – ﹤0.01% 844
2024
Q4 		$3.4K Buy
+7
New +$3.33K ﹤0.01% 908
2024
Q3 		– Sell
-7
Closed -$2.88K – 789
2024
Q2 		$2.88K Hold
7
– – ﹤0.01% 913
2024
Q1 		$3.19K Hold
7
– – ﹤0.01% 950
2023
Q4 		$3.35K Buy
+7
New +$3.15K ﹤0.01% 910

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Newbridge Financial Services Group held its Factset (FDS) position steady in Q2 2026 at 7 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Newbridge Financial Services Group first reported a position in FDS in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.4K in Q4 2024. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Newbridge Financial Services Group held 7 shares of Factset worth $1.67K as of Q2 2026.
  • Newbridge Financial Services Group left its Factset share count unchanged in Q2 2026.
  • Factset made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #1089 holding.
  • Newbridge Financial Services Group first reported a position in Factset in Q4 2023 and has held it in 10 quarters since.
  • Newbridge Financial Services Group's Factset position peaked at $3.4K in Q4 2024.
  • 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.

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