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 Q2	$5.15K	Hold	348	–	–	﹤0.01%	399
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	$200K	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

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

Axiom Investment Management's NEWT Position: Q2 2026 in Review

Axiom Investment Management held its NewtekOne (NEWT) position steady in Q2 2026 at 348 shares worth $5.15K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Axiom Investment Management first reported a position in NEWT in Q4 2018 and has held it in 17 quarters since. The position peaked at $320K in Q2 2021. 150 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

Axiom Investment Management held 348 shares of NewtekOne worth $5.15K as of Q2 2026.
Axiom Investment Management left its NewtekOne share count unchanged in Q2 2026.
NewtekOne made up ﹤0.01% of Axiom Investment Management's portfolio in Q2 2026, its #399 holding.
Axiom Investment Management first reported a position in NewtekOne in Q4 2018 and has held it in 17 quarters since.
Axiom Investment Management's NewtekOne position peaked at $320K in Q2 2021.
150 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.