PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Newmark Group NMRK Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$10.5K	Hold	695	–	–	﹤0.01%	439
2026 Q1	$10.4K	Hold	695	–	–	﹤0.01%	393
2025 Q4	$12.1K	Hold	695	–	–	﹤0.01%	402
2025 Q3	$13K	Hold	695	–	–	﹤0.01%	388
2025 Q2	$8.44K	Hold	695	–	–	﹤0.01%	375
2025 Q1	$8.46K	Hold	695	–	–	﹤0.01%	372
2024 Q4	$8.9K	Hold	695	–	–	﹤0.01%	371
2024 Q3	$10.8K	Hold	695	–	–	0.01%	293
2024 Q2	$7.11K	Hold	695	–	–	﹤0.01%	294
2024 Q1	$7.71K	Hold	695	–	–	0.01%	288
2023 Q4	$7.62K	Hold	695	–	–	﹤0.01%	266
2023 Q3	$4.47K	Hold	695	–	–	﹤0.01%	225
2023 Q2	$4.32K	Buy	+695	New	+$4.28K	﹤0.01%	230

Other funds holding NMRK

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

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

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s NMRK Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Newmark Group (NMRK) position steady in Q2 2026 at 695 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in NMRK in Q2 2023 and has held it in 13 quarters since. The position peaked at $13K in Q3 2025. 117 funds tracked by Wall St. Rank hold NMRK as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 695 shares of Newmark Group worth $10.5K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Newmark Group share count unchanged in Q2 2026.
Newmark Group made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #439 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Newmark Group in Q2 2023 and has held it in 13 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Newmark Group position peaked at $13K in Q3 2025.
117 funds tracked by Wall St. Rank held Newmark Group as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.