Bare Financial Services’s NewtekOne NEWT Stock Holding History

Bare Financial Services’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	–	Sell	-98	Closed	-$1.11K	–	1830
2025 Q4	$1.11K	Buy	+98	New	+$1.07K	﹤0.01%	1083

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

Bare Financial Services's NEWT Position: Q1 2026 in Review

Bare Financial Services sold out of NewtekOne (NEWT) in Q1 2026, closing a stake of 98 shares — an estimated $1.11K sold.

Bare Financial Services first reported a position in NEWT in Q4 2025 and held it in 1 quarter. The position peaked at $1.11K in Q4 2025. 146 funds tracked by Wall St. Rank hold NEWT as of Q1 2026.

Bare Financial Services reported no remaining NewtekOne position as of Q1 2026 after selling out during the quarter.
Bare Financial Services sold 98 NewtekOne shares in Q1 2026, an estimated $1.11K.
Bare Financial Services first reported a position in NewtekOne in Q4 2025 and held it in 1 quarter.
Bare Financial Services's NewtekOne position peaked at $1.11K in Q4 2025.
146 funds tracked by Wall St. Rank held NewtekOne as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.