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
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

PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Cerity Partners's NEWT Position: Q1 2026 in Review

Cerity Partners increased its NewtekOne (NEWT) stake by 1.6% in Q1 2026, buying an estimated $2.84K and bringing the position to 13,938 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #2949.

Cerity Partners first reported a position in NEWT in Q3 2025 and has held it in 3 quarters since. The position peaked at $156K in Q4 2025. 146 funds tracked by Wall St. Rank hold NEWT as of Q1 2026.

  • Cerity Partners held 13,938 shares of NewtekOne worth $153K as of Q1 2026.
  • Cerity Partners bought 224 NewtekOne shares in Q1 2026, an estimated $2.84K.
  • NewtekOne made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2949 holding.
  • Cerity Partners first reported a position in NewtekOne in Q3 2025 and has held it in 3 quarters since.
  • Cerity Partners's NewtekOne position peaked at $156K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held NewtekOne as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.