Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s NewtekOne NEWT Stock Holding History

Cambridge Investment Research Advisors’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 		$150K Sell
10,100
-14,942
-60% -$197K ﹤0.01% 3620
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

BC
Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VFM
Vision Financial Markets Stamford, Connecticut $115M AUM 18.96% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cambridge Investment Research Advisors's NEWT Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its NewtekOne (NEWT) stake by 60% in Q2 2026, selling an estimated $197K and leaving 10,100 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #3620.

Cambridge Investment Research Advisors first reported a position in NEWT in Q1 2018 and has held it in 34 quarters since. The position peaked at $758K in Q1 2022. 22 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

  • Cambridge Investment Research Advisors held 10,100 shares of NewtekOne worth $150K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 14,942 NewtekOne shares in Q2 2026, an estimated $197K.
  • NewtekOne made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3620 holding.
  • Cambridge Investment Research Advisors first reported a position in NewtekOne in Q1 2018 and has held it in 34 quarters since.
  • Cambridge Investment Research Advisors's NewtekOne position peaked at $758K in Q1 2022.
  • 22 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.