Axiom Investment Management’s NewtekOne NEWT Stock Holding History

Axiom Investment Management’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	$3.81K	Buy	+348	New	+$4.42K	﹤0.01%	355
2022 Q4	–	Sell	-8,172	Closed	-$133K	–	297
2022 Q3	$133K	Buy	+8,172	New	+$167K	0.27%	78
2022 Q2	–	Sell	-9,172	Closed	-$244K	–	95
2022 Q1	$244K	Hold	9,172	–	–	0.53%	63
2021 Q4	$254K	Hold	9,172	–	–	0.25%	99
2021 Q3	$254K	Hold	9,172	–	–	0.26%	93
2021 Q2	$320K	Hold	9,172	–	–	0.25%	95
2021 Q1	$244K	Buy	9,172 +9,072	+9,072%	+$207K	0.2%	108
2020 Q4	$200	Sell	100 -10,072	-99%	-$181K	0.18%	112
2020 Q3	$188K	Hold	10,172	–	–	0.21%	105
2020 Q2	$186K	Hold	10,172	–	–	0.25%	97
2020 Q1	$134K	Hold	10,172	–	–	0.24%	88
2019 Q4	$230K	Hold	10,172	–	–	0.33%	93
2019 Q3	$230K	Sell	10,172 -79	-0.8%	-$1.75K	0.18%	143
2019 Q2	$236K	Sell	10,251 -1,600	-14%	-$34.9K	0.04%	330
2019 Q1	$233K	Hold	11,851	–	–	0.04%	320
2018 Q4	$207K	Buy	+11,851	New	+$229K	0.04%	328

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

Axiom Investment Management's NEWT Position: Q1 2026 in Review

Axiom Investment Management opened a new position in NewtekOne (NEWT) in Q1 2026: 348 shares worth $3.81K. The stake represents ﹤0.01% of the portfolio and ranks #355 among its holdings. This is a return to the name: Axiom Investment Management previously reported a position in NEWT as recently as Q3 2022.

Axiom Investment Management first reported a position in NEWT in Q4 2018 and has held it in 16 quarters since. The position peaked at $320K in Q2 2021. 146 funds tracked by Wall St. Rank hold NEWT as of Q1 2026.

Axiom Investment Management held 348 shares of NewtekOne worth $3.81K as of Q1 2026.
NewtekOne was a new Axiom Investment Management position in Q1 2026.
NewtekOne made up ﹤0.01% of Axiom Investment Management's portfolio in Q1 2026, its #355 holding.
Axiom Investment Management first reported a position in NewtekOne in Q4 2018 and has held it in 16 quarters since.
Axiom Investment Management's NewtekOne position peaked at $320K in Q2 2021.
146 funds tracked by Wall St. Rank held NewtekOne as of Q1 2026.

Based on Axiom Investment Management's 13F filing for Q1 2026, filed 26 May 2026.