Newbridge Financial Services Group’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$43.5K	Hold	421	–	–	0.01%	521
2026 Q1	$35.7K	Buy	421 +80	+23%	+$7.18K	0.01%	508
2025 Q4	$31.1K	Buy	341 +125	+58%	+$11.4K	﹤0.01%	541
2025 Q3	$19.2K	Buy	216 +1	+0.5%	+$84	﹤0.01%	758
2025 Q2	$17.3K	Sell	215 -187	-47%	-$13.5K	﹤0.01%	756
2025 Q1	$27.4K	Buy	402 +68	+20%	+$5.08K	0.01%	492
2024 Q4	$25.4K	Buy	+334	New	+$25K	0.01%	549
2024 Q3	–	Sell	-175	Closed	-$12.2K	–	965
2024 Q2	$12.2K	Sell	175 -126	-42%	-$8.25K	﹤0.01%	670
2024 Q1	$19.4K	Sell	301 -80	-21%	-$4.95K	0.01%	610
2023 Q4	$22.6K	Hold	381	–	–	0.01%	563
2023 Q3	$19.8K	Hold	381	–	–	0.01%	646
2023 Q2	$20.6K	Buy	+381	New	+$19K	0.01%	694

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LGA

Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

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

Newbridge Financial Services Group held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q2 2026 at 421 shares worth $43.5K. The position accounts for 0.01% of the portfolio, ranked #521.

Newbridge Financial Services Group first reported a position in ONEQ in Q2 2023 and has held it in 12 quarters since. 440 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Newbridge Financial Services Group held 421 shares of Fidelity Nasdaq Composite Index ETF worth $43.5K as of Q2 2026.
Newbridge Financial Services Group left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q2 2026.
Fidelity Nasdaq Composite Index ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #521 holding.
Newbridge Financial Services Group first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2023 and has held it in 12 quarters since.
440 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

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