Newbridge Financial Services Group’s United States Oil Fund USO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$42.9K	Buy	+403	New	+$52.8K	0.01%	525
2025 Q1	–	Sell	-21	Closed	-$1.59K	–	1159
2024 Q4	$1.59K	Buy	+21	New	+$1.53K	﹤0.01%	990
2024 Q1	–	Sell	-550	Closed	-$36.7K	–	1304
2023 Q4	$36.7K	Hold	550	–	–	0.02%	460
2023 Q3	$44.5K	Hold	550	–	–	0.02%	432
2023 Q2	$35K	Hold	550	–	–	0.02%	547
2023 Q1	$36.5K	Hold	550	–	–	0.02%	540
2022 Q4	$38.6K	Sell	550 -300	-35%	-$21K	0.02%	525
2022 Q3	$55K	Hold	850	–	–	0.03%	431
2022 Q2	$68K	Hold	850	–	–	0.04%	341
2022 Q1	$63K	Buy	850 +300	+55%	+$20.2K	0.03%	416
2021 Q4	$30K	Hold	550	–	–	0.01%	613
2021 Q3	$29K	Hold	550	–	–	0.02%	568
2021 Q2	$27K	Hold	550	–	–	0.02%	686
2021 Q1	$22K	Hold	550	–	–	0.02%	672
2020 Q4	$18K	Hold	550	–	–	0.01%	576
2020 Q3	$16K	Buy	+550	New	+$16.1K	0.02%	565

Other funds holding USO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

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

Newbridge Financial Services Group opened a new position in United States Oil Fund (USO) in Q2 2026: 403 shares worth $42.9K. The stake represents 0.01% of the portfolio and ranks #525 among its holdings. This is a return to the name: Newbridge Financial Services Group previously reported a position in USO as recently as Q4 2024.

Newbridge Financial Services Group first reported a position in USO in Q3 2020 and has held it in 16 quarters since. The position peaked at $68K in Q2 2022. 173 funds tracked by Wall St. Rank hold USO as of Q2 2026.

Newbridge Financial Services Group held 403 shares of United States Oil Fund worth $42.9K as of Q2 2026.
United States Oil Fund was a new Newbridge Financial Services Group position in Q2 2026.
United States Oil Fund made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #525 holding.
Newbridge Financial Services Group first reported a position in United States Oil Fund in Q3 2020 and has held it in 16 quarters since.
Newbridge Financial Services Group's United States Oil Fund position peaked at $68K in Q2 2022.
173 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

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