NFSG
XYZ

Newbridge Financial Services Group’s Block Inc XYZ Stock Holding History

Newbridge Financial Services Group’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$100K Sell
1,320
-110
-8% -$7.73K 0.01% 333
2026
Q1 		$86.1K Sell
1,430
-300
-17% -$18.2K 0.01% 335
2025
Q4 		$113K Sell
1,730
-20
-1% -$1.38K 0.02% 297
2025
Q3 		$126K Sell
1,750
-3
-0.2% -$225 0.02% 359
2025
Q2 		$119K Buy
1,753
+330
+23% +$19.2K 0.02% 358
2025
Q1 		$77.3K Sell
1,423
-550
-28% -$41.1K 0.02% 295
2024
Q4 		$168K Buy
+1,973
New +$162K 0.04% 226
2024
Q3 		– Sell
-2,760
Closed -$178K – 1136
2024
Q2 		$178K Sell
2,760
-898
-25% -$62.8K 0.07% 198
2024
Q1 		$309K Sell
3,658
-6,798
-65% -$492K 0.14% 136
2023
Q4 		$809K Buy
10,456
+727
+7% +$41.1K 0.4% 51
2023
Q3 		$431K Sell
9,729
-3,639
-27% -$225K 0.22% 104
2023
Q2 		$890K Sell
13,368
-221
-2% -$13.8K 0.44% 38
2023
Q1 		$933K Sell
13,589
-2,916
-18% -$218K 0.5% 33
2022
Q4 		$1.04M Buy
16,505
+187
+1% +$11.5K 0.6% 26
2022
Q3 		$897K Buy
16,318
+2,328
+17% +$165K 0.53% 24
2022
Q2 		$860K Buy
13,990
+75
+0.5% +$6.85K 0.53% 36
2022
Q1 		$1.89M Buy
13,915
+2,696
+24% +$326K 0.93% 11
2021
Q4 		$1.81M Buy
11,219
+1,337
+14% +$290K 0.86% 18
2021
Q3 		$2.37M Buy
9,882
+1,549
+19% +$398K 1.48% 5
2021
Q2 		$2.03M Buy
8,333
+2,037
+32% +$472K 1.25% 11
2021
Q1 		$1.43M Sell
6,296
-1,652
-21% -$386K 1.05% 9
2020
Q4 		$1.73M Buy
7,948
+327
+4% +$63.8K 1.42% 8
2020
Q3 		$1.24M Buy
+7,621
New +$1.08M 1.22% 8

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

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

Newbridge Financial Services Group reduced its Block Inc (XYZ) stake by 7.7% in Q2 2026, selling an estimated $7.73K and leaving 1,320 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #333.

Newbridge Financial Services Group first reported a position in XYZ in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.37M in Q3 2021. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Newbridge Financial Services Group held 1,320 shares of Block Inc worth $100K as of Q2 2026.
  • Newbridge Financial Services Group sold 110 Block Inc shares in Q2 2026, an estimated $7.73K.
  • Block Inc made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #333 holding.
  • Newbridge Financial Services Group first reported a position in Block Inc in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's Block Inc position peaked at $2.37M in Q3 2021.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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