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 Q2	$28.5K	Hold	1,925	–	–	﹤0.01%	2574
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

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 Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Ameritas Investment Partners's NEWT Position: Q2 2026 in Review

Ameritas Investment Partners held its NewtekOne (NEWT) position steady in Q2 2026 at 1,925 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2574.

Ameritas Investment Partners first reported a position in NEWT in Q2 2023 and has held it in 13 quarters since. The position peaked at $30.6K in Q2 2023. 150 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

Ameritas Investment Partners held 1,925 shares of NewtekOne worth $28.5K as of Q2 2026.
Ameritas Investment Partners left its NewtekOne share count unchanged in Q2 2026.
NewtekOne made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #2574 holding.
Ameritas Investment Partners first reported a position in NewtekOne in Q2 2023 and has held it in 13 quarters since.
Ameritas Investment Partners's NewtekOne position peaked at $30.6K in Q2 2023.
150 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.