AF
NEWT icon

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
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

PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Allworth Financial's NEWT Position: Q1 2026 in Review

Allworth Financial increased its NewtekOne (NEWT) stake by 8.5% in Q1 2026, buying an estimated $2.6K and bringing the position to 2,626 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2737.

Allworth Financial first reported a position in NEWT in Q3 2024 and has held it in 5 quarters since. 146 funds tracked by Wall St. Rank hold NEWT as of Q1 2026.

  • Allworth Financial held 2,626 shares of NewtekOne worth $28.8K as of Q1 2026.
  • Allworth Financial bought 205 NewtekOne shares in Q1 2026, an estimated $2.6K.
  • NewtekOne made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2737 holding.
  • Allworth Financial first reported a position in NewtekOne in Q3 2024 and has held it in 5 quarters since.
  • 146 funds tracked by Wall St. Rank held NewtekOne as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.