Newbridge Financial Services Group’s Hertz HTZ Stock Holding History

Newbridge Financial Services Group’s Portfolio HTZ Stock Details HTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.67K	Hold	1,000	–	–	﹤0.01%	1089
2026 Q2	$2.26K	Hold	1,000	–	–	﹤0.01%	1055
2026 Q1	$4.61K	Hold	1,000	–	–	﹤0.01%	927
2025 Q4	$5.14K	Hold	1,000	–	–	﹤0.01%	889
2025 Q3	$6.8K	Buy	+1,000	New	+$6.42K	﹤0.01%	966
2025 Q2	–	Sell	-1,300	Closed	-$5.12K	–	1336
2025 Q1	$5.12K	Hold	1,300	–	–	﹤0.01%	796
2024 Q4	$4.76K	Hold	1,300	–	–	﹤0.01%	874
2024 Q3	$4.29K	Buy	+1,300	New	+$4.54K	﹤0.01%	516
2024 Q2	–	Sell	-500	Closed	-$3.92K	–	1158
2024 Q1	$3.92K	Hold	500	–	–	﹤0.01%	920
2023 Q4	$5.2K	Hold	500	–	–	﹤0.01%	854
2023 Q3	$6.12K	Sell	500 -3,000	-86%	-$50.2K	﹤0.01%	911
2023 Q2	$64.4K	Sell	3,500 -900	-20%	-$14.8K	0.03%	398
2023 Q1	$71.7K	Hold	4,400	–	–	0.04%	380
2022 Q4	$67.7K	Sell	4,400 -200	-4%	-$3.37K	0.04%	388
2022 Q3	$75K	Buy	4,600 +1,700	+59%	+$31.9K	0.04%	349
2022 Q2	$46K	Buy	2,900 +1,000	+53%	+$19.7K	0.03%	418
2022 Q1	$42K	Buy	1,900 +1,300	+217%	+$27.3K	0.02%	524
2021 Q4	$15K	Buy	+600	New	+$14.4K	0.01%	808

Other funds holding HTZ

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GCA

Gallagher Capital Advisors Argyle, Texas $187M AUM 21.88% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

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

Newbridge Financial Services Group held its Hertz (HTZ) position steady in Q3 2026 at 1,000 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Newbridge Financial Services Group first reported a position in HTZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $75K in Q3 2022. 24 funds tracked by Wall St. Rank hold HTZ as of Q3 2026.

Newbridge Financial Services Group held 1,000 shares of Hertz worth $1.67K as of Q3 2026.
Newbridge Financial Services Group left its Hertz share count unchanged in Q3 2026.
Hertz made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q3 2026, its #1089 holding.
Newbridge Financial Services Group first reported a position in Hertz in Q4 2021 and has held it in 18 quarters since.
Newbridge Financial Services Group's Hertz position peaked at $75K in Q3 2022.
24 funds tracked by Wall St. Rank held Hertz as of Q3 2026.

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