Evergreen Capital Management’s Newmark Group NMRK Stock Holding History

Evergreen Capital Management’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 Q2	$155K	Hold	10,281	–	–	﹤0.01%	1483
2026 Q1	$154K	Sell	10,281 -3,241	-24%	-$51.1K	﹤0.01%	1431
2025 Q4	$234K	Buy	13,522 +3,210	+31%	+$56.2K	0.01%	1208
2025 Q3	$192K	Buy	10,312 +137	+1%	+$2.22K	﹤0.01%	1237
2025 Q2	$124K	Sell	10,175 -624	-6%	-$6.98K	﹤0.01%	1082
2025 Q1	$131K	Buy	10,799 +315	+3%	+$4.2K	﹤0.01%	1043
2024 Q4	$134K	Hold	10,484	–	–	﹤0.01%	1031
2024 Q3	$163K	Buy	10,484 +34	+0.3%	+$441	0.01%	963
2024 Q2	$107K	Buy	+10,450	New	+$106K	﹤0.01%	910
2023 Q4	–	Sell	-13,739	Closed	-$88.3K	–	882
2023 Q3	$88.3K	Buy	13,739 +1,455	+12%	+$10.1K	﹤0.01%	762
2023 Q2	$76.4K	Buy	+12,284	New	+$75.7K	﹤0.01%	785

Other funds holding NMRK

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evergreen Capital Management's NMRK Position: Q2 2026 in Review

Evergreen Capital Management held its Newmark Group (NMRK) position steady in Q2 2026 at 10,281 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

Evergreen Capital Management first reported a position in NMRK in Q2 2023 and has held it in 11 quarters since. The position peaked at $234K in Q4 2025. 315 funds tracked by Wall St. Rank hold NMRK as of Q2 2026.

Evergreen Capital Management held 10,281 shares of Newmark Group worth $155K as of Q2 2026.
Evergreen Capital Management left its Newmark Group share count unchanged in Q2 2026.
Newmark Group made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1483 holding.
Evergreen Capital Management first reported a position in Newmark Group in Q2 2023 and has held it in 11 quarters since.
Evergreen Capital Management's Newmark Group position peaked at $234K in Q4 2025.
315 funds tracked by Wall St. Rank held Newmark Group as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.