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Pinnacle Wealth Planning Services’s Newmark Group NMRK Stock Holding History

Pinnacle Wealth Planning Services’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 		$51K Hold
3,376
– – ﹤0.01% 1263
2026
Q1 		$50.6K Hold
3,376
– – 0.01% 1196
2025
Q4 		$58.5K Buy
+3,376
New +$59.1K 0.01% 1100
2021
Q1 		– Sell
-3,376
Closed -$25K – 1388
2020
Q4 		$25K Buy
+3,376
New +$20.9K 0.01% 1074

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

Pinnacle Wealth Planning Services's NMRK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Newmark Group (NMRK) position steady in Q2 2026 at 3,376 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Pinnacle Wealth Planning Services first reported a position in NMRK in Q4 2020 and has held it in 4 quarters since. The position peaked at $58.5K in Q4 2025. 317 funds tracked by Wall St. Rank hold NMRK as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,376 shares of Newmark Group worth $51K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Newmark Group share count unchanged in Q2 2026.
  • Newmark Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1263 holding.
  • Pinnacle Wealth Planning Services first reported a position in Newmark Group in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Newmark Group position peaked at $58.5K in Q4 2025.
  • 317 funds tracked by Wall St. Rank held Newmark Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.