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Newbridge Financial Services Group’s Yelp YELP Stock Holding History

Newbridge Financial Services Group’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$96.9K Hold
3,950
– – 0.01% 339
2026
Q1 		$97.7K Hold
3,950
– – 0.02% 317
2025
Q4 		$120K Hold
3,950
– – 0.02% 287
2025
Q3 		$123K Sell
3,950
-100
-2% -$3.28K 0.02% 363
2025
Q2 		$139K Sell
4,050
-100
-2% -$3.61K 0.02% 338
2025
Q1 		$154K Hold
4,150
– – 0.04% 221
2024
Q4 		$161K Buy
+4,150
New +$151K 0.04% 229
2024
Q3 		– Sell
-5,100
Closed -$188K – 1130
2024
Q2 		$188K Sell
5,100
-100
-2% -$3.83K 0.07% 195
2024
Q1 		$205K Sell
5,200
-150
-3% -$6.22K 0.09% 188
2023
Q4 		$253K Hold
5,350
– – 0.12% 158
2023
Q3 		$223K Sell
5,350
-480
-8% -$20.2K 0.11% 178
2023
Q2 		$212K Hold
5,830
– – 0.1% 195
2023
Q1 		$179K Hold
5,830
– – 0.1% 207
2022
Q4 		$159K Hold
5,830
– – 0.09% 216
2022
Q3 		$198K Sell
5,830
-1,400
-19% -$46.3K 0.12% 189
2022
Q2 		$201K Hold
7,230
– – 0.12% 165
2022
Q1 		$247K Sell
7,230
-100
-1% -$3.43K 0.12% 160
2021
Q4 		$266K Hold
7,330
– – 0.13% 164
2021
Q3 		$273K Hold
7,330
– – 0.17% 130
2021
Q2 		$293K Sell
7,330
-400
-5% -$15.9K 0.18% 126
2021
Q1 		$301K Sell
7,730
-1,057
-12% -$38.4K 0.22% 112
2020
Q4 		$287K Sell
8,787
-1,550
-15% -$40.7K 0.24% 99
2020
Q3 		$208K Buy
+10,337
New +$235K 0.2% 109

Other funds holding YELP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

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

Newbridge Financial Services Group held its Yelp (YELP) position steady in Q2 2026 at 3,950 shares worth $96.9K. The position accounts for 0.01% of the portfolio, ranked #339.

Newbridge Financial Services Group first reported a position in YELP in Q3 2020 and has held it in 23 quarters since. The position peaked at $301K in Q1 2021. 291 funds tracked by Wall St. Rank hold YELP as of Q2 2026.

  • Newbridge Financial Services Group held 3,950 shares of Yelp worth $96.9K as of Q2 2026.
  • Newbridge Financial Services Group left its Yelp share count unchanged in Q2 2026.
  • Yelp made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #339 holding.
  • Newbridge Financial Services Group first reported a position in Yelp in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's Yelp position peaked at $301K in Q1 2021.
  • 291 funds tracked by Wall St. Rank held Yelp as of Q2 2026.

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