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Whittier Trust’s Newmark Group NMRK Stock Holding History

Whittier Trust’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 		$5.3K Hold
340
– – ﹤0.01% 1208
2026
Q1 		$4.99K Hold
340
– – ﹤0.01% 1207
2025
Q4 		$5.98K Hold
340
– – ﹤0.01% 1208
2025
Q3 		$6.18K Hold
340
– – ﹤0.01% 1199
2025
Q2 		$4.13K Hold
340
– – ﹤0.01% 1363
2025
Q1 		$4.14K Hold
340
– – ﹤0.01% 1346
2024
Q4 		$4.36K Hold
340
– – ﹤0.01% 1383
2024
Q3 		$5.28K Hold
340
– – ﹤0.01% 1367
2024
Q2 		$3.48K Buy
+340
New +$3.46K ﹤0.01% 1381
2020
Q2 		– Sell
-1,701
Closed -$7K – 1468
2020
Q1 		$7K Buy
+1,701
New +$16.7K ﹤0.01% 1160
2019
Q3 		– Sell
-212
Closed -$2K – 1577
2019
Q2 		$2K Buy
+212
New +$1.79K ﹤0.01% 1231

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

Whittier Trust's NMRK Position: Q2 2026 in Review

Whittier Trust held its Newmark Group (NMRK) position steady in Q2 2026 at 340 shares worth $5.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Whittier Trust first reported a position in NMRK in Q2 2019 and has held it in 11 quarters since. The position peaked at $7K in Q1 2020. 315 funds tracked by Wall St. Rank hold NMRK as of Q2 2026.

  • Whittier Trust held 340 shares of Newmark Group worth $5.3K as of Q2 2026.
  • Whittier Trust left its Newmark Group share count unchanged in Q2 2026.
  • Newmark Group made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1208 holding.
  • Whittier Trust first reported a position in Newmark Group in Q2 2019 and has held it in 11 quarters since.
  • Whittier Trust's Newmark Group position peaked at $7K in Q1 2020.
  • 315 funds tracked by Wall St. Rank held Newmark Group as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.