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Newbridge Financial Services Group’s Construction Partners ROAD Stock Holding History

Newbridge Financial Services Group’s Portfolio ROAD Stock Details ROAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$113K Sell
951
-300
-24% -$35.6K 0.01% 321
2026
Q1 		$139K Buy
1,251
+100
+9% +$12K 0.02% 265
2025
Q4 		$125K Buy
+1,151
New +$130K 0.02% 281

Other funds holding ROAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Newbridge Financial Services Group reduced its Construction Partners (ROAD) stake by 24% in Q2 2026, selling an estimated $35.6K and leaving 951 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #321.

Newbridge Financial Services Group first reported a position in ROAD in Q4 2025 and has held it in 3 quarters since. The position peaked at $139K in Q1 2026. 363 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

  • Newbridge Financial Services Group held 951 shares of Construction Partners worth $113K as of Q2 2026.
  • Newbridge Financial Services Group sold 300 Construction Partners shares in Q2 2026, an estimated $35.6K.
  • Construction Partners made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #321 holding.
  • Newbridge Financial Services Group first reported a position in Construction Partners in Q4 2025 and has held it in 3 quarters since.
  • Newbridge Financial Services Group's Construction Partners position peaked at $139K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

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