Affinity Capital Advisors
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Affinity Capital Advisors’s NewMarket NEU Stock Holding History

Affinity Capital Advisors’s Portfolio NEU Stock Details NEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$312K Buy
349
+7
+2% +$6.04K 0.04% 156
2026
Q2 		$273K Buy
+342
New +$246K 0.03% 161

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AssetMark Inc
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Amalgamated Bank
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North Forty Two & Co
North Forty Two & Co Lake Oswego, Oregon $121M AUM 16.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Affinity Capital Advisors's NEU Position: Q3 2026 in Review

Affinity Capital Advisors increased its NewMarket (NEU) stake by 2% in Q3 2026, buying an estimated $6.04K and bringing the position to 349 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #156.

Affinity Capital Advisors first reported a position in NEU in Q2 2026 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold NEU as of Q3 2026.

  • Affinity Capital Advisors held 349 shares of NewMarket worth $312K as of Q3 2026.
  • Affinity Capital Advisors bought 7 NewMarket shares in Q3 2026, an estimated $6.04K.
  • NewMarket made up 0.04% of Affinity Capital Advisors's portfolio in Q3 2026, its #156 holding.
  • Affinity Capital Advisors first reported a position in NewMarket in Q2 2026 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held NewMarket as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.