Krilogy Financial
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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
Q3 		$316K Buy
352
+39
+12% +$33.6K 0.01% 834
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

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AssetMark Inc
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Amalgamated Bank
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North Forty Two & Co
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Wealth Enhancement Advisory Services
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Mutual of America Capital Management
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Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Krilogy Financial's NEU Position: Q3 2026 in Review

Krilogy Financial increased its NewMarket (NEU) stake by 12% in Q3 2026, buying an estimated $33.6K and bringing the position to 352 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #834.

Krilogy Financial first reported a position in NEU in Q3 2025 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold NEU as of Q3 2026.

  • Krilogy Financial held 352 shares of NewMarket worth $316K as of Q3 2026.
  • Krilogy Financial bought 39 NewMarket shares in Q3 2026, an estimated $33.6K.
  • NewMarket made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #834 holding.
  • Krilogy Financial first reported a position in NewMarket in Q3 2025 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held NewMarket as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.