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BFC Planning, Inc.’s Newsmax Inc NMAX Stock Holding History

BFC Planning, Inc.’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 		$128K Buy
15,438
+3,548
+30% +$25.5K 0.01% 1125
2026
Q1 		$62.1K Buy
11,890
+5,002
+73% +$33.7K ﹤0.01% 1261
2025
Q4 		$53.2K Hold
6,888
– – ﹤0.01% 1337
2025
Q3 		$85.4K Hold
6,888
– – 0.01% 985
2025
Q2 		$104K Buy
+6,888
New +$180K 0.01% 869

Other funds holding NMAX

Greenwich Wealth Management
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
HRT Financial
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BFC Planning, Inc.'s NMAX Position: Q2 2026 in Review

BFC Planning, Inc. increased its Newsmax Inc (NMAX) stake by 30% in Q2 2026, buying an estimated $25.5K and bringing the position to 15,438 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #1125.

BFC Planning, Inc. first reported a position in NMAX in Q2 2025 and has held it in 5 quarters since. 234 funds tracked by Wall St. Rank hold NMAX as of Q2 2026.

  • BFC Planning, Inc. held 15,438 shares of Newsmax Inc worth $128K as of Q2 2026.
  • BFC Planning, Inc. bought 3,548 Newsmax Inc shares in Q2 2026, an estimated $25.5K.
  • Newsmax Inc made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1125 holding.
  • BFC Planning, Inc. first reported a position in Newsmax Inc in Q2 2025 and has held it in 5 quarters since.
  • 234 funds tracked by Wall St. Rank held Newsmax Inc as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.