Cerity Partners
NEWT icon

Cerity Partners’s NewtekOne NEWT Stock Holding History

Cerity 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 		$341K Buy
23,023
+9,085
+65% +$120K ﹤0.01% 2705
2026
Q1 		$153K Buy
13,938
+224
+2% +$2.84K ﹤0.01% 2949
2025
Q4 		$156K Buy
13,714
+2,095
+18% +$22.9K ﹤0.01% 2696
2025
Q3 		$133K Buy
+11,619
New +$138K ﹤0.01% 2585

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 $3.38T AUM 44.17% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Cerity Partners's NEWT Position: Q2 2026 in Review

Cerity Partners increased its NewtekOne (NEWT) stake by 65% in Q2 2026, buying an estimated $120K and bringing the position to 23,023 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #2705.

Cerity Partners first reported a position in NEWT in Q3 2025 and has held it in 4 quarters since. 149 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

  • Cerity Partners held 23,023 shares of NewtekOne worth $341K as of Q2 2026.
  • Cerity Partners bought 9,085 NewtekOne shares in Q2 2026, an estimated $120K.
  • NewtekOne made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2705 holding.
  • Cerity Partners first reported a position in NewtekOne in Q3 2025 and has held it in 4 quarters since.
  • 149 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.