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Sequoia Financial Advisors’s Newmark Group NMRK Stock Holding History

Sequoia Financial Advisors’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
-10,410
Closed -$156K – 2226
2026
Q1 		$156K Buy
10,410
+129
+1% +$2.03K ﹤0.01% 1816
2025
Q4 		$178K Buy
+10,281
New +$180K ﹤0.01% 1828
2025
Q1 		– Sell
-14,453
Closed -$185K – 1441
2024
Q4 		$185K Buy
14,453
+253
+2% +$3.74K ﹤0.01% 1240
2024
Q3 		$221K Buy
+14,200
New +$184K ﹤0.01% 1128

Other funds holding NMRK

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sequoia Financial Advisors's NMRK Position: Q2 2026 in Review

Sequoia Financial Advisors sold out of Newmark Group (NMRK) in Q2 2026, closing a stake of 10,410 shares — an estimated $156K sold.

Sequoia Financial Advisors first reported a position in NMRK in Q3 2024 and held it in 4 quarters. The position peaked at $221K in Q3 2024. 315 funds tracked by Wall St. Rank hold NMRK as of Q2 2026.

  • Sequoia Financial Advisors reported no remaining Newmark Group position as of Q2 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 10,410 Newmark Group shares in Q2 2026, an estimated $156K.
  • Sequoia Financial Advisors first reported a position in Newmark Group in Q3 2024 and held it in 4 quarters.
  • Sequoia Financial Advisors's Newmark Group position peaked at $221K in Q3 2024.
  • 315 funds tracked by Wall St. Rank held Newmark Group as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.