RFP
NMAX

Root Financial Partners’s Newsmax Inc NMAX Stock Holding History

Root Financial Partners’s Portfolio NMAX Stock Details NMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-124
Closed -$647 – 3415
2026
Q1 		$647 Hold
124
– – ﹤0.01% 2779
2025
Q4 		$959 Hold
124
– – ﹤0.01% 2108
2025
Q3 		$1.54K Buy
+124
New +$1.67K ﹤0.01% 1998

Other funds holding NMAX

GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Root Financial Partners's NMAX Position: Q2 2026 in Review

Root Financial Partners sold out of Newsmax Inc (NMAX) in Q2 2026, closing a stake of 124 shares — an estimated $647 sold.

Root Financial Partners first reported a position in NMAX in Q3 2025 and held it in 3 quarters. The position peaked at $1.54K in Q3 2025. 232 funds tracked by Wall St. Rank hold NMAX as of Q2 2026.

  • Root Financial Partners reported no remaining Newsmax Inc position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 124 Newsmax Inc shares in Q2 2026, an estimated $647.
  • Root Financial Partners first reported a position in Newsmax Inc in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Newsmax Inc position peaked at $1.54K in Q3 2025.
  • 232 funds tracked by Wall St. Rank held Newsmax Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.