CPG
NMAX

Cornerstone Planning Group’s Newsmax Inc NMAX Stock Holding History

Cornerstone Planning Group’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 		$3K Hold
375
– – ﹤0.01% 1216
2026
Q1 		$2.27K Hold
375
– – ﹤0.01% 1276
2025
Q4 		$2.65K Buy
375
+325
+650% +$3.12K ﹤0.01% 1132
2025
Q3 		$511 Sell
50
-125
-71% -$1.69K ﹤0.01% 1478
2025
Q2 		$2.18K Hold
175
– – ﹤0.01% 922
2025
Q1 		$3.84K Buy
+175
New +$14.6K ﹤0.01% 806

Other funds holding NMAX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cornerstone Planning Group's NMAX Position: Q2 2026 in Review

Cornerstone Planning Group held its Newsmax Inc (NMAX) position steady in Q2 2026 at 375 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

Cornerstone Planning Group first reported a position in NMAX in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.84K in Q1 2025. 122 funds tracked by Wall St. Rank hold NMAX as of Q2 2026.

  • Cornerstone Planning Group held 375 shares of Newsmax Inc worth $3K as of Q2 2026.
  • Cornerstone Planning Group left its Newsmax Inc share count unchanged in Q2 2026.
  • Newsmax Inc made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1216 holding.
  • Cornerstone Planning Group first reported a position in Newsmax Inc in Q1 2025 and has held it in 6 quarters since.
  • Cornerstone Planning Group's Newsmax Inc position peaked at $3.84K in Q1 2025.
  • 122 funds tracked by Wall St. Rank held Newsmax Inc as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.