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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
Q2 		– Sell
-200
Closed -$6.42K – 1255
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

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

Newbridge Financial Services Group sold out of Idaho Strategic Resources (IDR) in Q2 2026, closing a stake of 200 shares — an estimated $6.42K sold.

Newbridge Financial Services Group first reported a position in IDR in Q3 2025 and held it in 3 quarters. The position peaked at $47.3K in Q3 2025. 128 funds tracked by Wall St. Rank hold IDR as of Q2 2026.

  • Newbridge Financial Services Group reported no remaining Idaho Strategic Resources position as of Q2 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 200 Idaho Strategic Resources shares in Q2 2026, an estimated $6.42K.
  • Newbridge Financial Services Group first reported a position in Idaho Strategic Resources in Q3 2025 and held it in 3 quarters.
  • Newbridge Financial Services Group's Idaho Strategic Resources position peaked at $47.3K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q2 2026.

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