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Newbridge Financial Services Group’s State Street STT Stock Holding History

Newbridge Financial Services Group’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38K Sell
300
-268
-47% -$34.3K 0.01% 490
2025
Q4 		$73.3K Buy
+568
New +$68K 0.01% 363
2022
Q4 		– Sell
-95
Closed -$6K – 1505
2022
Q3 		$6K Buy
+95
New +$6.49K ﹤0.01% 1020

Other funds holding STT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ROTUOC
Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Newbridge Financial Services Group reduced its State Street (STT) stake by 47% in Q1 2026, selling an estimated $34.3K and leaving 300 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #490.

Newbridge Financial Services Group first reported a position in STT in Q3 2022 and has held it in 3 quarters since. The position peaked at $73.3K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Newbridge Financial Services Group held 300 shares of State Street worth $38K as of Q1 2026.
  • Newbridge Financial Services Group sold 268 State Street shares in Q1 2026, an estimated $34.3K.
  • State Street made up 0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #490 holding.
  • Newbridge Financial Services Group first reported a position in State Street in Q3 2022 and has held it in 3 quarters since.
  • Newbridge Financial Services Group's State Street position peaked at $73.3K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

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