Newbridge Financial Services Group’s Patrick Industries PATK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-18	Closed	-$1.95K	–	1233
2025 Q4	$1.95K	Hold	18	–	–	﹤0.01%	1023
2025 Q3	$1.86K	Hold	18	–	–	﹤0.01%	1139
2025 Q2	$1.66K	Hold	18	–	–	﹤0.01%	1150
2025 Q1	$1.52K	Hold	18	–	–	﹤0.01%	915
2024 Q4	$1.5K	Buy	+18	New	+$1.61K	﹤0.01%	993

Other funds holding PATK

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Newbridge Financial Services Group sold out of Patrick Industries (PATK) in Q1 2026, closing a stake of 18 shares — an estimated $1.95K sold.

Newbridge Financial Services Group first reported a position in PATK in Q4 2024 and held it in 5 quarters. The position peaked at $1.95K in Q4 2025. 342 funds tracked by Wall St. Rank hold PATK as of Q1 2026.

Newbridge Financial Services Group reported no remaining Patrick Industries position as of Q1 2026 after selling out during the quarter.
Newbridge Financial Services Group sold 18 Patrick Industries shares in Q1 2026, an estimated $1.95K.
Newbridge Financial Services Group first reported a position in Patrick Industries in Q4 2024 and held it in 5 quarters.
Newbridge Financial Services Group's Patrick Industries position peaked at $1.95K in Q4 2025.
342 funds tracked by Wall St. Rank held Patrick Industries as of Q1 2026.

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