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 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%	494
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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Larson Financial Group's NMRK Position: Q1 2026 in Review

Larson Financial Group reduced its Newmark Group (NMRK) stake by 34% in Q1 2026, selling an estimated $10.2K and leaving 1,271 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

Larson Financial Group first reported a position in NMRK in Q4 2018 and has held it in 13 quarters since. The position peaked at $34.3K in Q3 2025. 307 funds tracked by Wall St. Rank hold NMRK as of Q1 2026.

Larson Financial Group held 1,271 shares of Newmark Group worth $19.1K as of Q1 2026.
Larson Financial Group sold 649 Newmark Group shares in Q1 2026, an estimated $10.2K.
Newmark Group made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1874 holding.
Larson Financial Group first reported a position in Newmark Group in Q4 2018 and has held it in 13 quarters since.
Larson Financial Group's Newmark Group position peaked at $34.3K in Q3 2025.
307 funds tracked by Wall St. Rank held Newmark Group as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.