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Clearstead Advisors’s NewtekOne NEWT Stock Holding History

Clearstead 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 		$15 Buy
+1
New +$13 ﹤0.01% 3603
2025
Q4 		– Sell
-171
Closed -$1.96K – 3082
2025
Q3 		$1.96K Buy
171
+67
+64% +$794 ﹤0.01% 2453
2025
Q2 		$1.17K Buy
+104
New +$1.11K ﹤0.01% 2415

Other funds holding NEWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $267M AUM
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return

Clearstead Advisors's NEWT Position: Q2 2026 in Review

Clearstead Advisors opened a new position in NewtekOne (NEWT) in Q2 2026: 1 share worth $15. The stake represents ﹤0.01% of the portfolio and ranks #3603 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in NEWT as recently as Q3 2025.

Clearstead Advisors first reported a position in NEWT in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.96K in Q3 2025. 52 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

  • Clearstead Advisors held 1 share of NewtekOne worth $15 as of Q2 2026.
  • NewtekOne was a new Clearstead Advisors position in Q2 2026.
  • NewtekOne made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3603 holding.
  • Clearstead Advisors first reported a position in NewtekOne in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's NewtekOne position peaked at $1.96K in Q3 2025.
  • 52 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.