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Newbridge Financial Services Group’s Workhorse Group WKHS Stock Holding History

Newbridge Financial Services Group’s Portfolio WKHS Stock Details WKHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6 Hold
2
– – ﹤0.01% 1175
2025
Q4 		$10 Buy
2
+1
+100% +$10 ﹤0.01% 1171
2025
Q3 		$15 Hold
1
– – ﹤0.01% 1279
2025
Q2 		$15 Buy
+1
New +$13 ﹤0.01% 1305
2025
Q1 		– Sell
-1
Closed -$122 – 1170
2024
Q4 		$122 Hold
1
– – ﹤0.01% 1101
2024
Q3 		$152 Hold
1
– – ﹤0.01% 635
2024
Q2 		$275 Hold
1
– – ﹤0.01% 1037
2024
Q1 		$821 Hold
1
– – ﹤0.01% 1056
2023
Q4 		$1.26K Hold
1
– – ﹤0.01% 1007
2023
Q3 		$1.47K Sell
1
-1
-50% -$2.57K ﹤0.01% 1118
2023
Q2 		$4.41K Hold
2
– – ﹤0.01% 1028
2023
Q1 		$6.72K Hold
2
– – ﹤0.01% 998
2022
Q4 		$7.68K Hold
2
– – ﹤0.01% 973
2022
Q3 		$15K Hold
2
– – 0.01% 785
2022
Q2 		$13K Hold
2
– – 0.01% 791
2022
Q1 		$25K Hold
2
– – 0.01% 664
2021
Q4 		$22K Sell
2
-1
-33% -$18.2K 0.01% 704
2021
Q3 		$59K Buy
3
+1
+50% +$30.3K 0.04% 370
2021
Q2 		$110K Buy
2
+1
+100% +$37K 0.07% 265
2021
Q1 		$21K Hold
1
– – 0.02% 685
2020
Q4 		$49K Buy
+1
New +$65K 0.04% 338

Other funds holding WKHS

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Newbridge Financial Services Group held its Workhorse Group (WKHS) position steady in Q1 2026 at 2 shares worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Newbridge Financial Services Group first reported a position in WKHS in Q4 2020 and has held it in 21 quarters since. The position peaked at $110K in Q2 2021. 67 funds tracked by Wall St. Rank hold WKHS as of Q1 2026.

  • Newbridge Financial Services Group held 2 shares of Workhorse Group worth $6 as of Q1 2026.
  • Newbridge Financial Services Group left its Workhorse Group share count unchanged in Q1 2026.
  • Workhorse Group made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #1175 holding.
  • Newbridge Financial Services Group first reported a position in Workhorse Group in Q4 2020 and has held it in 21 quarters since.
  • Newbridge Financial Services Group's Workhorse Group position peaked at $110K in Q2 2021.
  • 67 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2026.

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