Boston Partners
NEWT icon

Boston Partners’s NewtekOne NEWT Stock Holding History

Boston 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 		$1.25M Buy
84,625
+1,353
+2% +$17.9K ﹤0.01% 656
2026
Q1 		$912K Buy
83,272
+3,483
+4% +$44.2K ﹤0.01% 644
2025
Q4 		$906K Sell
79,789
-1,530
-2% -$16.7K ﹤0.01% 629
2025
Q3 		$931K Buy
81,319
+10,269
+14% +$122K ﹤0.01% 631
2025
Q2 		$801K Buy
+71,050
New +$760K ﹤0.01% 608

Other funds holding NEWT

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Boston Partners's NEWT Position: Q2 2026 in Review

Boston Partners increased its NewtekOne (NEWT) stake by 1.6% in Q2 2026, buying an estimated $17.9K and bringing the position to 84,625 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Boston Partners first reported a position in NEWT in Q2 2025 and has held it in 5 quarters since. 150 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

  • Boston Partners held 84,625 shares of NewtekOne worth $1.25M as of Q2 2026.
  • Boston Partners bought 1,353 NewtekOne shares in Q2 2026, an estimated $17.9K.
  • NewtekOne made up ﹤0.01% of Boston Partners's portfolio in Q2 2026, its #656 holding.
  • Boston Partners first reported a position in NewtekOne in Q2 2025 and has held it in 5 quarters since.
  • 150 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.