Cambridge Investment Research Advisors’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $274K | Buy |
25,042
+14,687
| +142% | +$186K | ﹤0.01% | 3375 |
|
|
2025
Q4 | $118K | Sell |
10,355
-2,000
| -16% | -$21.8K | ﹤0.01% | 3682 |
|
|
2025
Q3 | $141K | Hold |
12,355
| – | – | ﹤0.01% | 3555 |
|
|
2025
Q2 | $139K | Sell |
12,355
-425
| -3% | -$4.54K | ﹤0.01% | 3431 |
|
|
2025
Q1 | $153K | Buy |
12,780
+980
| +8% | +$12.4K | ﹤0.01% | 3273 |
|
|
2024
Q4 | $151K | Sell |
11,800
-13,039
| -52% | -$177K | ﹤0.01% | 3253 |
|
|
2024
Q3 | $309K | Sell |
24,839
-79
| -0.3% | -$1K | ﹤0.01% | 2813 |
|
|
2024
Q2 | $313K | Buy |
24,918
+572
| +2% | +$7.04K | ﹤0.01% | 2671 |
|
|
2024
Q1 | $268K | Sell |
24,346
-4,091
| -14% | -$48.2K | ﹤0.01% | 2797 |
|
|
2023
Q4 | $392K | Sell |
28,437
-17,082
| -38% | -$239K | ﹤0.01% | 2391 |
|
|
2023
Q3 | $671K | Sell |
45,519
-611
| -1% | -$10.5K | ﹤0.01% | 1846 |
|
|
2023
Q2 | $733K | Sell |
46,130
-5,593
| -11% | -$73.7K | ﹤0.01% | 1840 |
|
|
2023
Q1 | $662K | Buy |
51,723
+5,290
| +11% | +$87.3K | ﹤0.01% | 1888 |
|
|
2022
Q4 | $755K | Buy |
46,433
+7,952
| +21% | +$132K | ﹤0.01% | 1707 |
|
|
2022
Q3 | $628K | Buy |
38,481
+598
| +2% | +$12.2K | ﹤0.01% | 1787 |
|
|
2022
Q2 | $717K | Buy |
37,883
+9,491
| +33% | +$228K | ﹤0.01% | 1698 |
|
|
2022
Q1 | $758K | Buy |
28,392
+7,919
| +39% | +$214K | ﹤0.01% | 1786 |
|
|
2021
Q4 | $566K | Buy |
20,473
+3,436
| +20% | +$101K | ﹤0.01% | 2003 |
|
|
2021
Q3 | $472K | Sell |
17,037
-2,868
| -14% | -$87.2K | ﹤0.01% | 2095 |
|
|
2021
Q2 | $695K | Buy |
19,905
+4,194
| +27% | +$132K | ﹤0.01% | 1800 |
|
|
2021
Q1 | $419K | Buy |
15,711
+2,624
| +20% | +$59.9K | ﹤0.01% | 2025 |
|
|
2020
Q4 | $258K | Buy |
13,087
+154
| +1% | +$2.77K | ﹤0.01% | 2268 |
|
|
2020
Q3 | $240K | Buy |
12,933
+545
| +4% | +$10.2K | ﹤0.01% | 2108 |
|
|
2020
Q2 | $226K | Sell |
12,388
-148
| -1% | -$2.34K | ﹤0.01% | 2097 |
|
|
2020
Q1 | $166K | Buy |
12,536
+511
| +4% | +$9.72K | ﹤0.01% | 1992 |
|
|
2019
Q4 | $272K | Buy |
12,025
+949
| +9% | +$21.4K | ﹤0.01% | 1971 |
|
|
2019
Q3 | $250K | Buy |
11,076
+47
| +0.4% | +$1.04K | ﹤0.01% | 1958 |
|
|
2019
Q2 | $254K | Buy |
11,029
+281
| +3% | +$6.14K | ﹤0.01% | 1854 |
|
|
2019
Q1 | $211K | Buy |
10,748
+36
| +0.3% | +$699 | ﹤0.01% | 2035 |
|
|
2018
Q4 | $187K | Buy |
10,712
+797
| +8% | +$15.4K | ﹤0.01% | 1938 |
|
|
2018
Q3 | $208K | Sell |
9,915
-665
| -6% | -$14.6K | ﹤0.01% | 2033 |
|
|
2018
Q2 | $211K | Buy |
10,580
+518
| +5% | +$9.82K | ﹤0.01% | 1980 |
|
|
2018
Q1 | $182K | Buy |
+10,062
| New | +$178K | ﹤0.01% | 1979 |
|
Other funds holding NEWT
PFPGI
VCM
RA
Cambridge Investment Research Advisors's NEWT Position: Q1 2026 in Review
Cambridge Investment Research Advisors increased its NewtekOne (NEWT) stake by 142% in Q1 2026, buying an estimated $186K and bringing the position to 25,042 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #3375.
Cambridge Investment Research Advisors first reported a position in NEWT in Q1 2018 and has held it in 33 quarters since. The position peaked at $758K in Q1 2022. 146 funds tracked by Wall St. Rank hold NEWT as of Q1 2026.
- Cambridge Investment Research Advisors held 25,042 shares of NewtekOne worth $274K as of Q1 2026.
- Cambridge Investment Research Advisors bought 14,687 NewtekOne shares in Q1 2026, an estimated $186K.
- NewtekOne made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3375 holding.
- Cambridge Investment Research Advisors first reported a position in NewtekOne in Q1 2018 and has held it in 33 quarters since.
- Cambridge Investment Research Advisors's NewtekOne position peaked at $758K in Q1 2022.
- 146 funds tracked by Wall St. Rank held NewtekOne as of Q1 2026.
Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.