Amalgamated Bank’s NewtekOne NEWT Stock Holding History

Amalgamated Bank’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	–	Sell	-704	Closed	-$8K	–	2390
2025 Q4	$8K	Sell	704 -82	-10%	-$894	﹤0.01%	2530
2025 Q3	$9K	Hold	786	–	–	﹤0.01%	2523
2025 Q2	$9K	Hold	786	–	–	﹤0.01%	2492
2025 Q1	$9K	Hold	786	–	–	﹤0.01%	2435
2024 Q4	$10K	Hold	786	–	–	﹤0.01%	2436
2024 Q3	$10K	Hold	786	–	–	﹤0.01%	2462
2024 Q2	$10K	Hold	786	–	–	﹤0.01%	2453
2024 Q1	$9K	Sell	786 -1,247	-61%	-$14.7K	﹤0.01%	2490
2023 Q4	$28K	Sell	2,033 -234	-10%	-$3.27K	﹤0.01%	2500
2023 Q3	$33K	Hold	2,267	–	–	﹤0.01%	2425
2023 Q2	$36K	Buy	+2,267	New	+$29.9K	﹤0.01%	2458

Other funds holding NEWT

PFPGI

Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Amalgamated Bank's NEWT Position: Q1 2026 in Review

Amalgamated Bank sold out of NewtekOne (NEWT) in Q1 2026, closing a stake of 704 shares — an estimated $8K sold.

Amalgamated Bank first reported a position in NEWT in Q2 2023 and held it in 11 quarters. The position peaked at $36K in Q2 2023. 146 funds tracked by Wall St. Rank hold NEWT as of Q1 2026.

Amalgamated Bank reported no remaining NewtekOne position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 704 NewtekOne shares in Q1 2026, an estimated $8K.
Amalgamated Bank first reported a position in NewtekOne in Q2 2023 and held it in 11 quarters.
Amalgamated Bank's NewtekOne position peaked at $36K in Q2 2023.
146 funds tracked by Wall St. Rank held NewtekOne as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.