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Allworth Financial’s NewtekOne NEWT Stock Holding History

Allworth Financial’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 		$46.1K Buy
3,115
+489
+19% +$6.45K ﹤0.01% 2566
2026
Q1 		$28.8K Buy
2,626
+205
+8% +$2.6K ﹤0.01% 2737
2025
Q4 		$27.5K Buy
2,421
+32
+1% +$349 ﹤0.01% 2594
2025
Q3 		$27.4K Buy
2,389
+240
+11% +$2.84K ﹤0.01% 2511
2025
Q2 		$24.2K Buy
+2,149
New +$23K ﹤0.01% 2406
2024
Q4 		– Sell
-1,366
Closed -$17K – 4014
2024
Q3 		$17K Buy
+1,366
New +$17.3K ﹤0.01% 2013

Other funds holding NEWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Allworth Financial's NEWT Position: Q2 2026 in Review

Allworth Financial increased its NewtekOne (NEWT) stake by 19% in Q2 2026, buying an estimated $6.45K and bringing the position to 3,115 shares worth $46.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2566.

Allworth Financial first reported a position in NEWT in Q3 2024 and has held it in 6 quarters since. 150 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

  • Allworth Financial held 3,115 shares of NewtekOne worth $46.1K as of Q2 2026.
  • Allworth Financial bought 489 NewtekOne shares in Q2 2026, an estimated $6.45K.
  • NewtekOne made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2566 holding.
  • Allworth Financial first reported a position in NewtekOne in Q3 2024 and has held it in 6 quarters since.
  • 150 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.