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LRI Investments’s Newmark Group NMRK Stock Holding History

LRI Investments’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 		$16K Buy
1,058
+10
+1% +$153 ﹤0.01% 835
2026
Q1 		$15.7K Hold
1,048
– – ﹤0.01% 760
2025
Q4 		$18.2K Hold
1,048
– – ﹤0.01% 732
2025
Q3 		$19.5K Hold
1,048
– – ﹤0.01% 728
2025
Q2 		$12.7K Hold
1,048
– – ﹤0.01% 796
2025
Q1 		$12.8K Hold
1,048
– – ﹤0.01% 747
2024
Q4 		$13.4K Hold
1,048
– – ﹤0.01% 731
2024
Q3 		$16K Hold
1,048
– – ﹤0.01% 694
2024
Q2 		$10.7K Hold
1,048
– – ﹤0.01% 734
2024
Q1 		$11.6K Buy
+1,048
New +$11K ﹤0.01% 474

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

LRI Investments's NMRK Position: Q2 2026 in Review

LRI Investments increased its Newmark Group (NMRK) stake by 0.95% in Q2 2026, buying an estimated $153 and bringing the position to 1,058 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

LRI Investments first reported a position in NMRK in Q1 2024 and has held it in 10 quarters since. The position peaked at $19.5K in Q3 2025. 315 funds tracked by Wall St. Rank hold NMRK as of Q2 2026.

  • LRI Investments held 1,058 shares of Newmark Group worth $16K as of Q2 2026.
  • LRI Investments bought 10 Newmark Group shares in Q2 2026, an estimated $153.
  • Newmark Group made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #835 holding.
  • LRI Investments first reported a position in Newmark Group in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Newmark Group position peaked at $19.5K in Q3 2025.
  • 315 funds tracked by Wall St. Rank held Newmark Group as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.