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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
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

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Pinnacle Wealth Planning Services's NMRK Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Newmark Group (NMRK) position steady in Q1 2026 at 3,376 shares worth $50.6K. The position accounts for 0.01% of the portfolio, ranked #1196.

Pinnacle Wealth Planning Services first reported a position in NMRK in Q4 2020 and has held it in 3 quarters since. The position peaked at $58.5K in Q4 2025. 307 funds tracked by Wall St. Rank hold NMRK as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,376 shares of Newmark Group worth $50.6K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Newmark Group share count unchanged in Q1 2026.
  • Newmark Group made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1196 holding.
  • Pinnacle Wealth Planning Services first reported a position in Newmark Group in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Newmark Group position peaked at $58.5K in Q4 2025.
  • 307 funds tracked by Wall St. Rank held Newmark Group as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.