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JFS Wealth Advisors’s Newmark Group NMRK Stock Holding History

JFS Wealth Advisors’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 		$1.54K Sell
102
-12
-11% -$183 ﹤0.01% 1688
2026
Q1 		$1.71K Sell
114
-23
-17% -$363 ﹤0.01% 1554
2025
Q4 		$2.38K Buy
137
+63
+85% +$1.1K ﹤0.01% 1490
2025
Q3 		$1.38K Buy
74
+4
+6% +$65 ﹤0.01% 1532
2025
Q2 		$851 Sell
70
-61
-47% -$682 ﹤0.01% 1606
2025
Q1 		$1.59K Sell
131
-14
-10% -$187 ﹤0.01% 1542
2024
Q4 		$1.86K Buy
145
+18
+14% +$266 ﹤0.01% 1507
2024
Q3 		$1.97K Buy
127
+5
+4% +$65 ﹤0.01% 1499
2024
Q2 		$1.25K Buy
122
+35
+40% +$356 ﹤0.01% 1613
2024
Q1 		$965 Buy
87
+23
+36% +$241 ﹤0.01% 1669
2023
Q4 		$702 Sell
64
-51
-44% -$385 ﹤0.01% 1731
2023
Q3 		$740 Buy
115
+34
+42% +$235 ﹤0.01% 1659
2023
Q2 		$504 Sell
81
-32
-28% -$197 ﹤0.01% 1758
2023
Q1 		$801 Buy
113
+43
+61% +$345 ﹤0.01% 1636
2022
Q4 		$558 Sell
70
-43
-38% -$359 ﹤0.01% 1723
2022
Q3 		$1K Buy
113
+108
+2,160% +$1.11K ﹤0.01% 1605
2022
Q2 		$0 Sell
5
-95
-95% -$1.1K ﹤0.01% 1871
2022
Q1 		$2K Buy
100
+56
+127% +$913 ﹤0.01% 1456
2021
Q4 		$1K Buy
+44
New +$701 ﹤0.01% 1476

Other funds holding NMRK

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
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
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
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JFS Wealth Advisors's NMRK Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Newmark Group (NMRK) stake by 11% in Q2 2026, selling an estimated $183 and leaving 102 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

JFS Wealth Advisors first reported a position in NMRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.38K in Q4 2025. 315 funds tracked by Wall St. Rank hold NMRK as of Q2 2026.

  • JFS Wealth Advisors held 102 shares of Newmark Group worth $1.54K as of Q2 2026.
  • JFS Wealth Advisors sold 12 Newmark Group shares in Q2 2026, an estimated $183.
  • Newmark Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1688 holding.
  • JFS Wealth Advisors first reported a position in Newmark Group in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Newmark Group position peaked at $2.38K in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Newmark Group as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.