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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
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

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
TP
Tranquility Partners Brentwood, Tennessee $291M AUM 19.25% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
BMS
Brummer Multi-Strategy Stockholm, Sweden $1.22M AUM 46.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Root Financial Partners sold out of Newmark Group (NMRK) in Q2 2026, closing a stake of 854 shares — an estimated $12.8K sold.

Root Financial Partners first reported a position in NMRK in Q3 2025 and held it in 3 quarters. The position peaked at $12.8K in Q1 2026. 59 funds tracked by Wall St. Rank hold NMRK as of Q2 2026.

  • Root Financial Partners reported no remaining Newmark Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 854 Newmark Group shares in Q2 2026, an estimated $12.8K.
  • Root Financial Partners first reported a position in Newmark Group in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Newmark Group position peaked at $12.8K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held Newmark Group as of Q2 2026.

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