Superior Planning, LLC’s Newmark Group NMRK Stock Holding History

Superior Planning, LLC’s Portfolio NMRK Stock Details NMRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10.7K	Buy	+870	New	+$13K	﹤0.01%	910

Other funds holding NMRK

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Panagora Asset Management Boston, Massachusetts $33.2B AUM 43.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return

Superior Planning, LLC's NMRK Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Newmark Group (NMRK) in Q3 2026: 870 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #910 among its holdings.

193 funds tracked by Wall St. Rank hold NMRK as of Q3 2026.

Superior Planning, LLC held 870 shares of Newmark Group worth $10.7K as of Q3 2026.
Newmark Group was a new Superior Planning, LLC position in Q3 2026.
Newmark Group made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #910 holding.
193 funds tracked by Wall St. Rank held Newmark Group as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.