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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Newbridge Financial Services Group held its Viking Therapeutics (VKTX) position steady in Q1 2026 at 1,200 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #483.

Newbridge Financial Services Group first reported a position in VKTX in Q2 2023 and has held it in 11 quarters since. The position peaked at $133K in Q2 2025. 410 funds tracked by Wall St. Rank hold VKTX as of Q1 2026.

Newbridge Financial Services Group held 1,200 shares of Viking Therapeutics worth $39K as of Q1 2026.
Newbridge Financial Services Group left its Viking Therapeutics share count unchanged in Q1 2026.
Viking Therapeutics made up 0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #483 holding.
Newbridge Financial Services Group first reported a position in Viking Therapeutics in Q2 2023 and has held it in 11 quarters since.
Newbridge Financial Services Group's Viking Therapeutics position peaked at $133K in Q2 2025.
410 funds tracked by Wall St. Rank held Viking Therapeutics as of Q1 2026.

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