Corient Private Wealth
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Corient Private Wealth’s NewtekOne NEWT Stock Holding History

Corient Private Wealth’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 		$233K Buy
15,673
+2,289
+17% +$30.2K ﹤0.01% 2721
2026
Q1 		$147K Buy
+13,384
New +$170K ﹤0.01% 2620

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 $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Corient Private Wealth's NEWT Position: Q2 2026 in Review

Corient Private Wealth increased its NewtekOne (NEWT) stake by 17% in Q2 2026, buying an estimated $30.2K and bringing the position to 15,673 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #2721.

Corient Private Wealth first reported a position in NEWT in Q1 2026 and has held it in 2 quarters since. 150 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

  • Corient Private Wealth held 15,673 shares of NewtekOne worth $233K as of Q2 2026.
  • Corient Private Wealth bought 2,289 NewtekOne shares in Q2 2026, an estimated $30.2K.
  • NewtekOne made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2721 holding.
  • Corient Private Wealth first reported a position in NewtekOne in Q1 2026 and has held it in 2 quarters since.
  • 150 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.