MassMutual Private Wealth & Trust, FSB NMRK — Newmark Group Inc

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  9 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Newmark Group Inc (NMRK) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q1. The latest visible filing shows NMRK at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NMRK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in Newmark Group Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NMRK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NMRK stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB held NMRK — position size vs. price
% of Fund (quarterly)    NMRK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 354 — 0% 0.00% $5K 2026-04-13 $15.41
2025 Q4 UNCHANGED — — — 354 — 0% 0.00% $6K 2026-01-07 $17.48
2025 Q3 UNCHANGED — — — 354 — 0% 0.00% $7K 2025-10-22 $19.11
2025 Q2 REDUCED 35.9% +55.4% ❌ 354 -198 -35.9% 0.00% $4K 2025-07-09 $12.26
2025 Q1 ADDED — — — 552 +362 +190.5% 0.00% $7K 2025-04-01 $11.97
2024 Q4 ADDED — — — 190 +77 +68.1% 0.00% $2K 2025-01-16 $13.06
2024 Q3 REDUCED 58.9% -17.5% ✅ 113 -162 -58.9% 0.00% $2K 2024-10-02 $15.72
2024 Q2 ADDED — — — 275 +275 — 0.00% $3K 2024-07-02 $9.84
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NMRK

As of 2026 Q1 — sorted by position size

CM Management, LLC 3Y 2.38% Empyrean Capital Partners, LP 3Y 7Y 2.13% Penn Capital Management Company, LLC 3Y 7Y 1.34% Leeward Investments, LLC - MA 3Y 1.29% Vision Capital Corp 3Y 7Y 0.99% KDK Private Wealth Management, LLC 0.82% Tranquility Partners, LLC 3Y 0.72% SYSTEMATIC FINANCIAL MANAGEMENT LP 3Y 7Y 0.58% Jackson Creek Investment Advisors LLC 3Y 0.46% Fieldview Capital Management, LLC 0.45%

FAQ About MassMutual Private Wealth & Trust, FSB and NMRK

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning NMRK?

MassMutual Private Wealth & Trust, FSB reported NMRK across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported NMRK position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for NMRK was 0.00% in 2025 Q1.

What is the latest reported NMRK position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 354 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this NMRK ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly NMRK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MassMutual Private Wealth & Trust, FSB time their NMRK position?

Based on 13F filing dates vs. subsequent NMRK price moves, MassMutual Private Wealth & Trust, FSB correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on NMRK relative to SPY over the holding period was +12.2%.

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