Larson Financial Group
NMRK icon

Larson Financial Group’s Newmark Group NMRK Stock Holding History

Larson Financial Group’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
Q3 		$15.7K Sell
1,279
-33
-3% -$493 ﹤0.01% 2257
2026
Q2 		$19.8K Buy
1,312
+41
+3% +$626 ﹤0.01% 2019
2026
Q1 		$19.1K Sell
1,271
-649
-34% -$10.2K ﹤0.01% 1874
2025
Q4 		$33.3K Buy
1,920
+80
+4% +$1.4K ﹤0.01% 1436
2025
Q3 		$34.3K Buy
1,840
+915
+99% +$14.9K ﹤0.01% 1341
2025
Q2 		$11.2K Buy
925
+824
+816% +$9.22K ﹤0.01% 1756
2025
Q1 		$1.23K Hold
101
– – ﹤0.01% 2321
2024
Q4 		$1.29K Hold
101
– – ﹤0.01% 1969
2024
Q3 		$1.57K Buy
+101
New +$1.31K ﹤0.01% 1901
2020
Q2 		– Sell
-324
Closed -$1K – 728
2020
Q1 		$1K Hold
324
– – ﹤0.01% 495
2019
Q4 		$4K Hold
324
– – ﹤0.01% 393
2019
Q3 		$3K Hold
324
– – ﹤0.01% 409
2019
Q2 		$3K Hold
324
– – ﹤0.01% 363
2019
Q1 		$3K Hold
324
– – ﹤0.01% 352
2018
Q4 		$3K Buy
+324
New +$3.07K ﹤0.01% 328

Other funds holding NMRK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Larson Financial Group's NMRK Position: Q3 2026 in Review

Larson Financial Group reduced its Newmark Group (NMRK) stake by 2.5% in Q3 2026, selling an estimated $493 and leaving 1,279 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2257.

Larson Financial Group first reported a position in NMRK in Q4 2018 and has held it in 15 quarters since. The position peaked at $34.3K in Q3 2025. 156 funds tracked by Wall St. Rank hold NMRK as of Q3 2026.

  • Larson Financial Group held 1,279 shares of Newmark Group worth $15.7K as of Q3 2026.
  • Larson Financial Group sold 33 Newmark Group shares in Q3 2026, an estimated $493.
  • Newmark Group made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2257 holding.
  • Larson Financial Group first reported a position in Newmark Group in Q4 2018 and has held it in 15 quarters since.
  • Larson Financial Group's Newmark Group position peaked at $34.3K in Q3 2025.
  • 156 funds tracked by Wall St. Rank held Newmark Group as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.