Ameritas Investment Partners’s NewtekOne NEWT Stock Holding History

Ameritas Investment Partners’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	$21.1K	Hold	1,925	–	–	﹤0.01%	2571
2025 Q4	$21.8K	Hold	1,925	–	–	﹤0.01%	2599
2025 Q3	$22K	Hold	1,925	–	–	﹤0.01%	2611
2025 Q2	$21.7K	Hold	1,925	–	–	﹤0.01%	2618
2025 Q1	$23K	Hold	1,925	–	–	﹤0.01%	2491
2024 Q4	$24.6K	Hold	1,925	–	–	﹤0.01%	2543
2024 Q3	$24K	Hold	1,925	–	–	﹤0.01%	2558
2024 Q2	$24.2K	Hold	1,925	–	–	﹤0.01%	2533
2024 Q1	$21.2K	Hold	1,925	–	–	﹤0.01%	2544
2023 Q4	$26.6K	Hold	1,925	–	–	﹤0.01%	2458
2023 Q3	$28.4K	Hold	1,925	–	–	﹤0.01%	2373
2023 Q2	$30.6K	Buy	+1,925	New	+$25.4K	﹤0.01%	2324

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

Ameritas Investment Partners's NEWT Position: Q1 2026 in Review

Ameritas Investment Partners held its NewtekOne (NEWT) position steady in Q1 2026 at 1,925 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2571.

Ameritas Investment Partners first reported a position in NEWT in Q2 2023 and has held it in 12 quarters since. The position peaked at $30.6K in Q2 2023. 146 funds tracked by Wall St. Rank hold NEWT as of Q1 2026.

Ameritas Investment Partners held 1,925 shares of NewtekOne worth $21.1K as of Q1 2026.
Ameritas Investment Partners left its NewtekOne share count unchanged in Q1 2026.
NewtekOne made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #2571 holding.
Ameritas Investment Partners first reported a position in NewtekOne in Q2 2023 and has held it in 12 quarters since.
Ameritas Investment Partners's NewtekOne position peaked at $30.6K in Q2 2023.
146 funds tracked by Wall St. Rank held NewtekOne as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.