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Newbridge Financial Services Group’s Idaho Strategic Resources IDR Stock Holding History

Newbridge Financial Services Group’s Portfolio IDR Stock Details IDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.42K Hold
200
– – ﹤0.01% 869
2025
Q4 		$8.06K Sell
200
-1,200
-86% -$45.9K ﹤0.01% 818
2025
Q3 		$47.3K Buy
+1,400
New +$33.1K 0.01% 522

Other funds holding IDR

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JAM
JW Asset Management Miami Beach, Florida $244M AUM 71.51% 1-Year Est. Return

Newbridge Financial Services Group's IDR Position: Q1 2026 in Review

Newbridge Financial Services Group held its Idaho Strategic Resources (IDR) position steady in Q1 2026 at 200 shares worth $6.42K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Newbridge Financial Services Group first reported a position in IDR in Q3 2025 and has held it in 3 quarters since. The position peaked at $47.3K in Q3 2025. 137 funds tracked by Wall St. Rank hold IDR as of Q1 2026.

  • Newbridge Financial Services Group held 200 shares of Idaho Strategic Resources worth $6.42K as of Q1 2026.
  • Newbridge Financial Services Group left its Idaho Strategic Resources share count unchanged in Q1 2026.
  • Idaho Strategic Resources made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #869 holding.
  • Newbridge Financial Services Group first reported a position in Idaho Strategic Resources in Q3 2025 and has held it in 3 quarters since.
  • Newbridge Financial Services Group's Idaho Strategic Resources position peaked at $47.3K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.