CFFP
NMAX

Center for Financial Planning’s Newsmax Inc NMAX Stock Holding History

Center for Financial Planning’s Portfolio NMAX Stock Details NMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$994 Hold
120
– – ﹤0.01% 609
2026
Q1 		$627 Hold
120
– – ﹤0.01% 616
2025
Q4 		$928 Hold
120
– – ﹤0.01% 639
2025
Q3 		$1.49K Hold
120
– – ﹤0.01% 605
2025
Q2 		$1.82K Buy
+120
New +$3.14K ﹤0.01% 567

Other funds holding NMAX

GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Center for Financial Planning's NMAX Position: Q2 2026 in Review

Center for Financial Planning held its Newsmax Inc (NMAX) position steady in Q2 2026 at 120 shares worth $994. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Center for Financial Planning first reported a position in NMAX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.82K in Q2 2025. 232 funds tracked by Wall St. Rank hold NMAX as of Q2 2026.

  • Center for Financial Planning held 120 shares of Newsmax Inc worth $994 as of Q2 2026.
  • Center for Financial Planning left its Newsmax Inc share count unchanged in Q2 2026.
  • Newsmax Inc made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #609 holding.
  • Center for Financial Planning first reported a position in Newsmax Inc in Q2 2025 and has held it in 5 quarters since.
  • Center for Financial Planning's Newsmax Inc position peaked at $1.82K in Q2 2025.
  • 232 funds tracked by Wall St. Rank held Newsmax Inc as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.