1620 Investment Advisors’s NewtekOne NEWT Stock Holding History

1620 Investment Advisors’s Portfolio NEWT Stock Details NEWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$365K	Hold	24,637	–	–	0.23%	120
2026 Q1	$270K	Hold	24,637	–	–	0.18%	127
2025 Q4	$280K	Sell	24,637 -8,950	-27%	-$97.6K	0.19%	129
2025 Q3	$385K	Sell	33,587 -185	-0.5%	-$2.19K	0.26%	113
2025 Q2	$381K	Hold	33,772	–	–	0.27%	106
2025 Q1	$404K	Sell	33,772 -74	-0.2%	-$935	0.31%	103
2024 Q4	$432K	Buy	+33,846	New	+$459K	0.33%	95
2024 Q3	–	Sell	-155	Closed	-$1.95K	–	716
2024 Q2	$1.95K	Buy	+155	New	+$1.91K	﹤0.01%	548
2023 Q2	–	Sell	-10,714	Closed	-$133K	–	147
2023 Q1	$133K	Buy	+10,714	New	+$177K	0.16%	125

Other funds holding NEWT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

1620 Investment Advisors's NEWT Position: Q2 2026 in Review

1620 Investment Advisors held its NewtekOne (NEWT) position steady in Q2 2026 at 24,637 shares worth $365K. The position accounts for 0.23% of the portfolio, ranked #120.

1620 Investment Advisors first reported a position in NEWT in Q1 2023 and has held it in 9 quarters since. The position peaked at $432K in Q4 2024. 8 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

1620 Investment Advisors held 24,637 shares of NewtekOne worth $365K as of Q2 2026.
1620 Investment Advisors left its NewtekOne share count unchanged in Q2 2026.
NewtekOne made up 0.23% of 1620 Investment Advisors's portfolio in Q2 2026, its #120 holding.
1620 Investment Advisors first reported a position in NewtekOne in Q1 2023 and has held it in 9 quarters since.
1620 Investment Advisors's NewtekOne position peaked at $432K in Q4 2024.
8 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.