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Krilogy Financial’s NewMarket NEU Stock Holding History

Krilogy Financial’s Portfolio NEU Stock Details NEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$248K Buy
+313
New +$226K 0.01% 891
2025
Q4 		– Sell
-380
Closed -$298K – 960
2025
Q3 		$298K Buy
+380
New +$293K 0.01% 686

Other funds holding NEU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Krilogy Financial's NEU Position: Q2 2026 in Review

Krilogy Financial opened a new position in NewMarket (NEU) in Q2 2026: 313 shares worth $248K. The stake represents 0.01% of the portfolio and ranks #891 among its holdings. This is a return to the name: Krilogy Financial previously reported a position in NEU as recently as Q3 2025.

Krilogy Financial first reported a position in NEU in Q3 2025 and has held it in 2 quarters since. The position peaked at $298K in Q3 2025. 424 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

  • Krilogy Financial held 313 shares of NewMarket worth $248K as of Q2 2026.
  • NewMarket was a new Krilogy Financial position in Q2 2026.
  • NewMarket made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #891 holding.
  • Krilogy Financial first reported a position in NewMarket in Q3 2025 and has held it in 2 quarters since.
  • Krilogy Financial's NewMarket position peaked at $298K in Q3 2025.
  • 424 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.