CWM
NMAX

Congress Wealth Management’s Newsmax Inc NMAX Stock Holding History

Congress Wealth Management’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
2025
Q2 		$633K Buy
+41,821
New +$1.1M 0.01% 844

Other funds holding NMAX

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
DP
Denver PWM Denver, Colorado $306M AUM 16.61% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Congress Wealth Management's NMAX Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Newsmax Inc (NMAX) in Q2 2025: 41,821 shares worth $633K. The stake represents 0.01% of the portfolio and ranks #844 among its holdings.

160 funds tracked by Wall St. Rank hold NMAX as of Q2 2025.

  • Congress Wealth Management held 41,821 shares of Newsmax Inc worth $633K as of Q2 2025.
  • Newsmax Inc was a new Congress Wealth Management position in Q2 2025.
  • Newsmax Inc made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #844 holding.
  • 160 funds tracked by Wall St. Rank held Newsmax Inc as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.