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Newbridge Financial Services Group’s NIO NIO Stock Holding History

Newbridge Financial Services Group’s Portfolio NIO Stock Details NIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.4K Buy
6,000
+500
+9% +$2.91K ﹤0.01% 615
2026
Q1 		$33.2K Hold
5,500
– – 0.01% 525
2025
Q4 		$28.1K Hold
5,500
– – ﹤0.01% 566
2025
Q3 		$41.9K Sell
5,500
-261
-5% -$1.41K 0.01% 555
2025
Q2 		$19.8K Sell
5,761
-1,400
-20% -$5.22K ﹤0.01% 731
2025
Q1 		$27.3K Hold
7,161
– – 0.01% 493
2024
Q4 		$31.2K Buy
7,161
+261
+4% +$1.33K 0.01% 516
2024
Q3 		$46.1K Sell
6,900
-2,500
-27% -$11.5K 0.02% 259
2024
Q2 		$39.1K Hold
9,400
– – 0.01% 422
2024
Q1 		$42.3K Buy
9,400
+6,875
+272% +$41.5K 0.02% 429
2023
Q4 		$22.9K Sell
2,525
-1,000
-28% -$7.94K 0.01% 560
2023
Q3 		$31.9K Sell
3,525
-500
-12% -$5.57K 0.02% 536
2023
Q2 		$39K Sell
4,025
-350
-8% -$2.96K 0.02% 515
2023
Q1 		$46K Sell
4,375
-6,217
-59% -$63.6K 0.02% 481
2022
Q4 		$103K Buy
10,592
+1,000
+10% +$11.5K 0.06% 295
2022
Q3 		$151K Sell
9,592
-2,000
-17% -$39.6K 0.09% 227
2022
Q2 		$252K Hold
11,592
– – 0.16% 137
2022
Q1 		$244K Sell
11,592
-850
-7% -$20K 0.12% 162
2021
Q4 		$394K Sell
12,442
-43,365
-78% -$1.59M 0.19% 113
2021
Q3 		$1.99M Sell
55,807
-1,303
-2% -$53.5K 1.24% 11
2021
Q2 		$3.04M Buy
57,110
+3,176
+6% +$127K 1.86% 5
2021
Q1 		$2.1M Buy
53,934
+3,176
+6% +$162K 1.55% 5
2020
Q4 		$2.47M Buy
50,758
+16,490
+48% +$638K 2.04% 6
2020
Q3 		$727K Buy
+34,268
New +$528K 0.72% 21

Other funds holding NIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Newbridge Financial Services Group increased its NIO (NIO) stake by 9.1% in Q2 2026, buying an estimated $2.91K and bringing the position to 6,000 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Newbridge Financial Services Group first reported a position in NIO in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.04M in Q2 2021. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Newbridge Financial Services Group held 6,000 shares of NIO worth $30.4K as of Q2 2026.
  • Newbridge Financial Services Group bought 500 NIO shares in Q2 2026, an estimated $2.91K.
  • NIO made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #615 holding.
  • Newbridge Financial Services Group first reported a position in NIO in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's NIO position peaked at $3.04M in Q2 2021.
  • 419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

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