Institute for Wealth Management’s Newmark Group NMRK Stock Holding History

Institute for Wealth 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	$7.25K	Buy	+480	New	+$7.33K	﹤0.01%	1392

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

Institute for Wealth Management's NMRK Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Newmark Group (NMRK) in Q2 2026: 480 shares worth $7.25K. The stake represents ﹤0.01% of the portfolio and ranks #1392 among its holdings.

127 funds tracked by Wall St. Rank hold NMRK as of Q2 2026.

Institute for Wealth Management held 480 shares of Newmark Group worth $7.25K as of Q2 2026.
Newmark Group was a new Institute for Wealth Management position in Q2 2026.
Newmark Group made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1392 holding.
127 funds tracked by Wall St. Rank held Newmark Group as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.