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Twin Peaks Wealth Advisors’s Newmark Group NMRK Stock Holding History

Twin Peaks Wealth 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
-20
Closed -$300 – 1504
2026
Q1 		$300 Buy
+20
New +$315 ﹤0.01% 2108

Other funds holding NMRK

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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

Twin Peaks Wealth Advisors's NMRK Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Newmark Group (NMRK) in Q2 2026, closing a stake of 20 shares — an estimated $300 sold.

Twin Peaks Wealth Advisors first reported a position in NMRK in Q1 2026 and held it in 1 quarter. The position peaked at $300 in Q1 2026. 315 funds tracked by Wall St. Rank hold NMRK as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Newmark Group position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 20 Newmark Group shares in Q2 2026, an estimated $300.
  • Twin Peaks Wealth Advisors first reported a position in Newmark Group in Q1 2026 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Newmark Group position peaked at $300 in Q1 2026.
  • 315 funds tracked by Wall St. Rank held Newmark Group as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.