NFSG
WBA

Newbridge Financial Services Group’s Walgreens Boots Alliance WBA Stock Holding History

Newbridge Financial Services Group’s Portfolio WBA Stock Details WBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-17,627
Closed -$202K – 1394
2025
Q2 		$202K Hold
17,627
– – 0.03% 286
2025
Q1 		$197K Sell
17,627
-2,143
-11% -$23.3K 0.05% 196
2024
Q4 		$184K Buy
+19,770
New +$184K 0.05% 217
2024
Q3 		– Sell
-13,050
Closed -$158K – 1111
2024
Q2 		$158K Buy
13,050
+3,816
+41% +$64.7K 0.06% 212
2024
Q1 		$200K Buy
9,234
+3,022
+49% +$67.1K 0.09% 193
2023
Q4 		$162K Sell
6,212
-362
-6% -$8.09K 0.08% 217
2023
Q3 		$146K Buy
6,574
+354
+6% +$9.41K 0.07% 233
2023
Q2 		$177K Sell
6,220
-3,602
-37% -$117K 0.09% 219
2023
Q1 		$340K Buy
9,822
+1,944
+25% +$69K 0.18% 122
2022
Q4 		$294K Buy
7,878
+882
+13% +$33.2K 0.17% 129
2022
Q3 		$220K Buy
6,996
+4,070
+139% +$151K 0.13% 174
2022
Q2 		$111K Buy
2,926
+1,838
+169% +$79K 0.07% 251
2022
Q1 		$49K Buy
1,088
+59
+6% +$2.9K 0.02% 480
2021
Q4 		$54K Buy
1,029
+8
+0.8% +$387 0.03% 445
2021
Q3 		$48K Buy
1,021
+258
+34% +$12.4K 0.03% 425
2021
Q2 		$40K Buy
+763
New +$41K 0.02% 518
2021
Q1 		– Sell
-100
Closed -$4K – 1436
2020
Q4 		$4K Sell
100
-85
-46% -$3.29K ﹤0.01% 895
2020
Q3 		$7K Buy
+185
New +$7.23K 0.01% 759

Other funds holding WBA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
GCM
Greenland Capital Management New York $787M AUM 40.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BCP
BSN Capital Partners London, United Kingdom $3.93B AUM 13.09% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
PS
PayPay Securities Tokyo, Japan $2.89M AUM 12.57% 1-Year Est. Return

Newbridge Financial Services Group's WBA Position: Q3 2025 in Review

Newbridge Financial Services Group sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 17,627 shares — an estimated $202K sold.

Newbridge Financial Services Group first reported a position in WBA in Q3 2020 and held it in 18 quarters. The position peaked at $340K in Q1 2023. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Newbridge Financial Services Group reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 17,627 Walgreens Boots Alliance shares in Q3 2025, an estimated $202K.
  • Newbridge Financial Services Group first reported a position in Walgreens Boots Alliance in Q3 2020 and held it in 18 quarters.
  • Newbridge Financial Services Group's Walgreens Boots Alliance position peaked at $340K in Q1 2023.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Newbridge Financial Services Group's 13F filing for Q3 2025, filed 13 Nov 2025.