NFSG
SOXX icon

Newbridge Financial Services Group’s iShares Semiconductor ETF SOXX Stock Holding History

Newbridge Financial Services Group’s Portfolio SOXX Stock Details SOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$284K Sell
443
-114
-20% -$57.9K 0.04% 204
2026
Q1 		$183K Buy
557
+243
+77% +$82.9K 0.03% 226
2025
Q4 		$94.6K Sell
314
-25
-7% -$7.37K 0.01% 325
2025
Q3 		$91.8K Buy
339
+1
+0.3% +$249 0.01% 402
2025
Q2 		$80.7K Sell
338
-110
-25% -$22K 0.01% 413
2025
Q1 		$84.2K Sell
448
-201
-31% -$42.9K 0.02% 284
2024
Q4 		$140K Buy
+649
New +$145K 0.04% 242
2024
Q3 		– Sell
-658
Closed -$162K – 1045
2024
Q2 		$162K Buy
658
+76
+13% +$17.4K 0.06% 206
2024
Q1 		$132K Sell
582
-84
-13% -$17.5K 0.06% 249
2023
Q4 		$128K Buy
666
+3
+0.5% +$503 0.06% 243
2023
Q3 		$105K Sell
663
-60
-8% -$9.99K 0.05% 286
2023
Q2 		$122K Hold
723
– – 0.06% 271
2023
Q1 		$107K Hold
723
– – 0.06% 310
2022
Q4 		$83.7K Buy
723
+3
+0.4% +$348 0.05% 332
2022
Q3 		$77K Sell
720
-39
-5% -$4.89K 0.05% 346
2022
Q2 		$89K Sell
759
-42
-5% -$5.66K 0.06% 286
2022
Q1 		$126K Sell
801
-3,645
-82% -$584K 0.06% 269
2021
Q4 		$804K Sell
4,446
-72
-2% -$12.1K 0.38% 52
2021
Q3 		$671K Buy
4,518
+270
+6% +$41K 0.42% 45
2021
Q2 		$643K Sell
4,248
-33
-0.8% -$4.72K 0.39% 54
2021
Q1 		$605K Buy
4,281
+471
+12% +$64.4K 0.45% 43
2020
Q4 		$482K Sell
3,810
-633
-14% -$72.7K 0.4% 53
2020
Q3 		$451K Buy
+4,443
New +$434K 0.44% 49

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Newbridge Financial Services Group reduced its iShares Semiconductor ETF (SOXX) stake by 20% in Q2 2026, selling an estimated $57.9K and leaving 443 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #204.

Newbridge Financial Services Group first reported a position in SOXX in Q3 2020 and has held it in 23 quarters since. The position peaked at $804K in Q4 2021. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Newbridge Financial Services Group held 443 shares of iShares Semiconductor ETF worth $284K as of Q2 2026.
  • Newbridge Financial Services Group sold 114 iShares Semiconductor ETF shares in Q2 2026, an estimated $57.9K.
  • iShares Semiconductor ETF made up 0.04% of Newbridge Financial Services Group's portfolio in Q2 2026, its #204 holding.
  • Newbridge Financial Services Group first reported a position in iShares Semiconductor ETF in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's iShares Semiconductor ETF position peaked at $804K in Q4 2021.
  • 1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

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