Newbridge Financial Services Group’s Macy's M Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.1K	Hold	600	–	–	﹤0.01%	789
2026 Q1	$10.9K	Hold	600	–	–	﹤0.01%	781
2025 Q4	$13.2K	Sell	600 -2,000	-77%	-$40.9K	﹤0.01%	739
2025 Q3	$46.6K	Hold	2,600	–	–	0.01%	527
2025 Q2	$30.3K	Hold	2,600	–	–	﹤0.01%	611
2025 Q1	$32.7K	Hold	2,600	–	–	0.01%	455
2024 Q4	$44K	Hold	2,600	–	–	0.01%	433
2024 Q3	$40.8K	Hold	2,600	–	–	0.01%	272
2024 Q2	$49.9K	Hold	2,600	–	–	0.02%	372
2024 Q1	$52K	Buy	2,600 +2,000	+333%	+$38.6K	0.02%	389
2023 Q4	$12.1K	Hold	600	–	–	0.01%	695
2023 Q3	$6.97K	Hold	600	–	–	﹤0.01%	890
2023 Q2	$9.63K	Hold	600	–	–	﹤0.01%	894
2023 Q1	$10.5K	Hold	600	–	–	0.01%	901
2022 Q4	$12.4K	Hold	600	–	–	0.01%	861
2022 Q3	$9K	Hold	600	–	–	0.01%	908
2022 Q2	$11K	Hold	600	–	–	0.01%	836
2022 Q1	$15K	Hold	600	–	–	0.01%	813
2021 Q4	$16K	Hold	600	–	–	0.01%	792
2021 Q3	$14K	Hold	600	–	–	0.01%	774
2021 Q2	$11K	Hold	600	–	–	0.01%	961
2021 Q1	$10K	Hold	600	–	–	0.01%	899
2020 Q4	$7K	Hold	600	–	–	0.01%	790
2020 Q3	$3K	Buy	+600	New	+$4K	﹤0.01%	879

Other funds holding M

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Newbridge Financial Services Group held its Macy's (M) position steady in Q2 2026 at 600 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Newbridge Financial Services Group first reported a position in M in Q3 2020 and has held it in 24 quarters since. The position peaked at $52K in Q1 2024. 489 funds tracked by Wall St. Rank hold M as of Q2 2026.

Newbridge Financial Services Group held 600 shares of Macy's worth $14.1K as of Q2 2026.
Newbridge Financial Services Group left its Macy's share count unchanged in Q2 2026.
Macy's made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #789 holding.
Newbridge Financial Services Group first reported a position in Macy's in Q3 2020 and has held it in 24 quarters since.
Newbridge Financial Services Group's Macy's position peaked at $52K in Q1 2024.
489 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

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