Krilogy Financial’s Newsmax Inc NMAX Stock Holding History

Krilogy Financial’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
2025 Q4	–	Sell	-15,915	Closed	-$146K	–	991
2025 Q3	$146K	Buy	15,915 +62	+0.4%	+$837	0.01%	835
2025 Q2	$240K	Buy	+15,853	New	+$415K	0.01%	247

Other funds holding NMAX

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Denver PWM Denver, Colorado $306M AUM 16.61% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Krilogy Financial's NMAX Position: Q4 2025 in Review

Krilogy Financial sold out of Newsmax Inc (NMAX) in Q4 2025, closing a stake of 15,915 shares — an estimated $146K sold.

Krilogy Financial first reported a position in NMAX in Q2 2025 and held it in 2 quarters. The position peaked at $240K in Q2 2025. 198 funds tracked by Wall St. Rank hold NMAX as of Q4 2025.

Krilogy Financial reported no remaining Newsmax Inc position as of Q4 2025 after selling out during the quarter.
Krilogy Financial sold 15,915 Newsmax Inc shares in Q4 2025, an estimated $146K.
Krilogy Financial first reported a position in Newsmax Inc in Q2 2025 and held it in 2 quarters.
Krilogy Financial's Newsmax Inc position peaked at $240K in Q2 2025.
198 funds tracked by Wall St. Rank held Newsmax Inc as of Q4 2025.

Based on Krilogy Financial's 13F filing for Q4 2025, filed 27 Jan 2026.