Newbridge Financial Services Group’s Fundrise Innovation Fund VCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$39.7K Buy
1,340
+70
+6% +$3.02K ﹤0.01% 528
2026
Q2
$110K Buy
+1,270
New +$181K 0.01% 325

Other funds holding VCX

Newbridge Financial Services Group's VCX Position: Q3 2026 in Review

Newbridge Financial Services Group increased its Fundrise Innovation Fund (VCX) stake by 5.5% in Q3 2026, buying an estimated $3.02K and bringing the position to 1,340 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Newbridge Financial Services Group first reported a position in VCX in Q2 2026 and has held it in 2 quarters since. The position peaked at $110K in Q2 2026. 9 funds tracked by Wall St. Rank hold VCX as of Q3 2026.

  • Newbridge Financial Services Group held 1,340 shares of Fundrise Innovation Fund worth $39.7K as of Q3 2026.
  • Newbridge Financial Services Group bought 70 Fundrise Innovation Fund shares in Q3 2026, an estimated $3.02K.
  • Fundrise Innovation Fund made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q3 2026, its #528 holding.
  • Newbridge Financial Services Group first reported a position in Fundrise Innovation Fund in Q2 2026 and has held it in 2 quarters since.
  • Newbridge Financial Services Group's Fundrise Innovation Fund position peaked at $110K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Fundrise Innovation Fund as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.