American Century Companies’s NewtekOne NEWT Stock Holding History

American Century Companies’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	$604K	Sell	55,189 -8,431	-13%	-$107K	﹤0.01%	2470
2025 Q4	$722K	Sell	63,620 -86	-0.1%	-$938	﹤0.01%	2413
2025 Q3	$729K	Sell	63,706 -1,782	-3%	-$21.1K	﹤0.01%	2406
2025 Q2	$739K	Sell	65,488 -19,589	-23%	-$209K	﹤0.01%	2392
2025 Q1	$1.02M	Sell	85,077 -27,323	-24%	-$345K	﹤0.01%	2246
2024 Q4	$1.44M	Buy	112,400 +60,518	+117%	+$821K	﹤0.01%	2134
2024 Q3	$646K	Sell	51,882 -138,830	-73%	-$1.76M	﹤0.01%	2386
2024 Q2	$2.4M	Buy	190,712 +40,738	+27%	+$502K	﹤0.01%	1837
2024 Q1	$1.65M	Sell	149,974 -14,324	-9%	-$169K	﹤0.01%	1956
2023 Q4	$2.27M	Buy	164,298 +55,547	+51%	+$777K	﹤0.01%	1725
2023 Q3	$1.6M	Buy	108,751 +98,196	+930%	+$1.68M	﹤0.01%	1803
2023 Q2	$168K	Buy	+10,555	New	+$139K	﹤0.01%	2570

Other funds holding NEWT

PFPGI

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

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 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 $2.9T AUM 29.55% 1-Year Est. Return

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

American Century Companies's NEWT Position: Q1 2026 in Review

American Century Companies reduced its NewtekOne (NEWT) stake by 13% in Q1 2026, selling an estimated $107K and leaving 55,189 shares worth $604K. The position accounts for ﹤0.01% of the portfolio, ranked #2470.

American Century Companies first reported a position in NEWT in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.4M in Q2 2024. 146 funds tracked by Wall St. Rank hold NEWT as of Q1 2026.

American Century Companies held 55,189 shares of NewtekOne worth $604K as of Q1 2026.
American Century Companies sold 8,431 NewtekOne shares in Q1 2026, an estimated $107K.
NewtekOne made up ﹤0.01% of American Century Companies's portfolio in Q1 2026, its #2470 holding.
American Century Companies first reported a position in NewtekOne in Q2 2023 and has held it in 12 quarters since.
American Century Companies's NewtekOne position peaked at $2.4M in Q2 2024.
146 funds tracked by Wall St. Rank held NewtekOne as of Q1 2026.

Based on American Century Companies's 13F filing for Q1 2026, filed 15 May 2026.