Brooklyn Investment Group’s NewtekOne NEWT Stock Holding History

Brooklyn Investment Group’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
2025 Q1	–	Sell	-67	Closed	-$856	–	2845
2024 Q4	$856	Buy	+67	New	+$909	﹤0.01%	1632

Other funds holding NEWT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brooklyn Investment Group's NEWT Position: Q1 2025 in Review

Brooklyn Investment Group sold out of NewtekOne (NEWT) in Q1 2025, closing a stake of 67 shares — an estimated $856 sold.

Brooklyn Investment Group first reported a position in NEWT in Q4 2024 and held it in 1 quarter. The position peaked at $856 in Q4 2024. 126 funds tracked by Wall St. Rank hold NEWT as of Q1 2025.

Brooklyn Investment Group reported no remaining NewtekOne position as of Q1 2025 after selling out during the quarter.
Brooklyn Investment Group sold 67 NewtekOne shares in Q1 2025, an estimated $856.
Brooklyn Investment Group first reported a position in NewtekOne in Q4 2024 and held it in 1 quarter.
Brooklyn Investment Group's NewtekOne position peaked at $856 in Q4 2024.
126 funds tracked by Wall St. Rank held NewtekOne as of Q1 2025.

Based on Brooklyn Investment Group's 13F filing for Q1 2025, filed 13 May 2025.