Root Financial Partners
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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
Q3 		$9.34K Buy
+864
New +$8.32K ﹤0.01% 1943
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Denver PWM
Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Root Financial Partners's NMAX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Newsmax Inc (NMAX) in Q3 2026: 864 shares worth $9.34K. The stake represents ﹤0.01% of the portfolio and ranks #1943 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NMAX as recently as Q1 2026.

Root Financial Partners first reported a position in NMAX in Q3 2025 and has held it in 4 quarters since. 132 funds tracked by Wall St. Rank hold NMAX as of Q3 2026.

  • Root Financial Partners held 864 shares of Newsmax Inc worth $9.34K as of Q3 2026.
  • Newsmax Inc was a new Root Financial Partners position in Q3 2026.
  • Newsmax Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1943 holding.
  • Root Financial Partners first reported a position in Newsmax Inc in Q3 2025 and has held it in 4 quarters since.
  • 132 funds tracked by Wall St. Rank held Newsmax Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.