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Newbridge Financial Services Group’s Viking Therapeutics VKTX Stock Holding History

Newbridge Financial Services Group’s Portfolio VKTX Stock Details VKTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$66.3K Buy
1,700
+500
+42% +$16.2K 0.01% 418
2026
Q1 		$39K Hold
1,200
– – 0.01% 483
2025
Q4 		$42.2K Buy
1,200
+200
+20% +$7.09K 0.01% 466
2025
Q3 		$26.3K Sell
1,000
-4,000
-80% -$119K ﹤0.01% 675
2025
Q2 		$133K Buy
+5,000
New +$132K 0.02% 343
2025
Q1 		– Sell
-50
Closed -$2.01K – 1162
2024
Q4 		$2.01K Sell
50
-25
-33% -$1.43K ﹤0.01% 970
2024
Q3 		$4.75K Hold
75
– – ﹤0.01% 510
2024
Q2 		$3.98K Sell
75
-25
-25% -$1.64K ﹤0.01% 880
2024
Q1 		$8.2K Sell
100
-100
-50% -$4.45K ﹤0.01% 809
2023
Q4 		$3.72K Buy
200
+100
+100% +$1.31K ﹤0.01% 895
2023
Q3 		$1.11K Hold
100
– – ﹤0.01% 1147
2023
Q2 		$1.62K Buy
+100
New +$2.1K ﹤0.01% 1163

Other funds holding VKTX

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Newbridge Financial Services Group increased its Viking Therapeutics (VKTX) stake by 42% in Q2 2026, buying an estimated $16.2K and bringing the position to 1,700 shares worth $66.3K. The position accounts for 0.01% of the portfolio, ranked #418.

Newbridge Financial Services Group first reported a position in VKTX in Q2 2023 and has held it in 12 quarters since. The position peaked at $133K in Q2 2025. 436 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

  • Newbridge Financial Services Group held 1,700 shares of Viking Therapeutics worth $66.3K as of Q2 2026.
  • Newbridge Financial Services Group bought 500 Viking Therapeutics shares in Q2 2026, an estimated $16.2K.
  • Viking Therapeutics made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #418 holding.
  • Newbridge Financial Services Group first reported a position in Viking Therapeutics in Q2 2023 and has held it in 12 quarters since.
  • Newbridge Financial Services Group's Viking Therapeutics position peaked at $133K in Q2 2025.
  • 436 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

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