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Sun Group Wealth Partners’s Newmark Group NMRK Stock Holding History

Sun Group Wealth 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 		$248K Hold
16,414
– – 0.17% 73
2026
Q1 		$246K Buy
+16,414
New +$259K 0.19% 64

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

Sun Group Wealth Partners's NMRK Position: Q2 2026 in Review

Sun Group Wealth Partners held its Newmark Group (NMRK) position steady in Q2 2026 at 16,414 shares worth $248K. The position accounts for 0.17% of the portfolio, ranked #73.

Sun Group Wealth Partners first reported a position in NMRK in Q1 2026 and has held it in 2 quarters since. 315 funds tracked by Wall St. Rank hold NMRK as of Q2 2026.

  • Sun Group Wealth Partners held 16,414 shares of Newmark Group worth $248K as of Q2 2026.
  • Sun Group Wealth Partners left its Newmark Group share count unchanged in Q2 2026.
  • Newmark Group made up 0.17% of Sun Group Wealth Partners's portfolio in Q2 2026, its #73 holding.
  • Sun Group Wealth Partners first reported a position in Newmark Group in Q1 2026 and has held it in 2 quarters since.
  • 315 funds tracked by Wall St. Rank held Newmark Group as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.