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Newbridge Financial Services Group’s Interactive Brokers IBKR Stock Holding History

Newbridge Financial Services Group’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.2K Hold
267
– – ﹤0.01% 678
2026
Q1 		$17.9K Buy
267
+1
+0.4% +$71 ﹤0.01% 663
2025
Q4 		$17.1K Sell
266
-135
-34% -$9.04K ﹤0.01% 677
2025
Q3 		$27.6K Hold
401
– – ﹤0.01% 663
2025
Q2 		$22.2K Buy
+401
New +$19K ﹤0.01% 697

Other funds holding IBKR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Newbridge Financial Services Group held its Interactive Brokers (IBKR) position steady in Q2 2026 at 267 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Newbridge Financial Services Group first reported a position in IBKR in Q2 2025 and has held it in 5 quarters since. The position peaked at $27.6K in Q3 2025. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Newbridge Financial Services Group held 267 shares of Interactive Brokers worth $23.2K as of Q2 2026.
  • Newbridge Financial Services Group left its Interactive Brokers share count unchanged in Q2 2026.
  • Interactive Brokers made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #678 holding.
  • Newbridge Financial Services Group first reported a position in Interactive Brokers in Q2 2025 and has held it in 5 quarters since.
  • Newbridge Financial Services Group's Interactive Brokers position peaked at $27.6K in Q3 2025.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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