Root Financial Partners
NMRK icon

Root Financial Partners’s Newmark Group NMRK Stock Holding History

Root Financial Partners’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
Q3 		$8.37K Buy
+683
New +$10.2K ﹤0.01% 2002
2026
Q2 		– Sell
-854
Closed -$12.8K – 2200
2026
Q1 		$12.8K Buy
854
+357
+72% +$5.63K ﹤0.01% 1565
2025
Q4 		$8.62K Buy
497
+55
+12% +$964 ﹤0.01% 1564
2025
Q3 		$8.24K Buy
+442
New +$7.17K ﹤0.01% 1530

Other funds holding NMRK

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Root Financial Partners opened a new position in Newmark Group (NMRK) in Q3 2026: 683 shares worth $8.37K. The stake represents ﹤0.01% of the portfolio and ranks #2002 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NMRK as recently as Q1 2026.

Root Financial Partners first reported a position in NMRK in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.8K in Q1 2026. 247 funds tracked by Wall St. Rank hold NMRK as of Q3 2026.

  • Root Financial Partners held 683 shares of Newmark Group worth $8.37K as of Q3 2026.
  • Newmark Group was a new Root Financial Partners position in Q3 2026.
  • Newmark Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2002 holding.
  • Root Financial Partners first reported a position in Newmark Group in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Newmark Group position peaked at $12.8K in Q1 2026.
  • 247 funds tracked by Wall St. Rank held Newmark Group as of Q3 2026.

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