LPL Financial
NMRK icon

LPL Financial’s Newmark Group NMRK Stock Holding History

LPL Financial’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
Q2 		$1.64M Sell
108,701
-5,872
-5% -$89.7K ﹤0.01% 3972
2026
Q1 		$1.72M Sell
114,573
-15,926
-12% -$251K ﹤0.01% 3661
2025
Q4 		$2.26M Sell
130,499
-1,097
-0.8% -$19.2K ﹤0.01% 3288
2025
Q3 		$2.45M Buy
131,596
+21,940
+20% +$356K ﹤0.01% 3134
2025
Q2 		$1.33M Buy
109,656
+6,202
+6% +$69.4K ﹤0.01% 3491
2025
Q1 		$1.26M Buy
103,454
+89,117
+622% +$1.19M ﹤0.01% 3354
2024
Q4 		$184K Buy
+14,337
New +$212K ﹤0.01% 4842
2024
Q3 		– Sell
-10,580
Closed -$108K – 5256
2024
Q2 		$108K Sell
10,580
-16,246
-61% -$165K ﹤0.01% 4727
2024
Q1 		$298K Sell
26,826
-114
-0.4% -$1.19K ﹤0.01% 4206
2023
Q4 		$295K Sell
26,940
-13,052
-33% -$98.6K ﹤0.01% 4097
2023
Q3 		$257K Buy
39,992
+17,197
+75% +$119K ﹤0.01% 4052
2023
Q2 		$142K Sell
22,795
-147
-0.6% -$906 ﹤0.01% 4258
2023
Q1 		$162K Buy
+22,942
New +$184K ﹤0.01% 4101
2022
Q3 		– Sell
-11,748
Closed -$114K – 4484
2022
Q2 		$114K Sell
11,748
-755
-6% -$8.74K ﹤0.01% 4104
2022
Q1 		$199K Buy
+12,503
New +$204K ﹤0.01% 3831
2021
Q3 		– Sell
-10,023
Closed -$120K – 4389
2021
Q2 		$120K Sell
10,023
-80
-0.8% -$958 ﹤0.01% 4029
2021
Q1 		$101K Sell
10,103
-1,354
-12% -$12.1K ﹤0.01% 3925
2020
Q4 		$84K Buy
+11,457
New +$70.8K ﹤0.01% 3703
2020
Q3 		– Sell
-13,533
Closed -$66K – 3600
2020
Q2 		$66K Sell
13,533
-980
-7% -$4.12K ﹤0.01% 3333
2020
Q1 		$62K Sell
14,513
-10,136
-41% -$99.4K ﹤0.01% 3066
2019
Q4 		$332K Buy
24,649
+1,833
+8% +$21.4K ﹤0.01% 2695
2019
Q3 		$207K Buy
22,816
+3,094
+16% +$28.7K ﹤0.01% 2969
2019
Q2 		$177K Sell
19,722
-11,284
-36% -$95K ﹤0.01% 3052
2019
Q1 		$259K Buy
31,006
+11,068
+56% +$105K ﹤0.01% 2759
2018
Q4 		$160K Buy
+19,938
New +$189K ﹤0.01% 2874

Other funds holding NMRK

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial's NMRK Position: Q2 2026 in Review

LPL Financial reduced its Newmark Group (NMRK) stake by 5.1% in Q2 2026, selling an estimated $89.7K and leaving 108,701 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #3972.

LPL Financial first reported a position in NMRK in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.45M in Q3 2025. 315 funds tracked by Wall St. Rank hold NMRK as of Q2 2026.

  • LPL Financial held 108,701 shares of Newmark Group worth $1.64M as of Q2 2026.
  • LPL Financial sold 5,872 Newmark Group shares in Q2 2026, an estimated $89.7K.
  • Newmark Group made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3972 holding.
  • LPL Financial first reported a position in Newmark Group in Q4 2018 and has held it in 25 quarters since.
  • LPL Financial's Newmark Group position peaked at $2.45M in Q3 2025.
  • 315 funds tracked by Wall St. Rank held Newmark Group as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.