Cornerstone Planning Group
NEWT icon

Cornerstone Planning Group’s NewtekOne NEWT Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-50
Closed -$737 – 1141
2026
Q2 		$737 Hold
50
– – ﹤0.01% 1579
2026
Q1 		$648 Hold
50
– – ﹤0.01% 1579
2025
Q4 		$684 Buy
50
+48
+2,400% +$524 ﹤0.01% 1440
2025
Q3 		$6 Sell
2
-48
-96% -$569 ﹤0.01% 1685
2025
Q2 		$569 Hold
50
– – ﹤0.01% 1261
2025
Q1 		$532 Sell
50
-62
-55% -$783 ﹤0.01% 1284
2024
Q4 		$1.49K Hold
112
– – ﹤0.01% 866
2024
Q3 		$1.5K Hold
112
– – ﹤0.01% 843
2024
Q2 		$1.4K Hold
112
– – ﹤0.01% 867
2024
Q1 		$1.25K Buy
+112
New +$1.32K ﹤0.01% 737

Other funds holding NEWT

RI
Ridgewood Investments Springfield, New Jersey $271M AUM
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

Cornerstone Planning Group's NEWT Position: Q3 2026 in Review

Cornerstone Planning Group sold out of NewtekOne (NEWT) in Q3 2026, closing a stake of 50 shares — an estimated $737 sold.

Cornerstone Planning Group first reported a position in NEWT in Q1 2024 and held it in 10 quarters. The position peaked at $1.5K in Q3 2024. 13 funds tracked by Wall St. Rank hold NEWT as of Q3 2026.

  • Cornerstone Planning Group reported no remaining NewtekOne position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 50 NewtekOne shares in Q3 2026, an estimated $737.
  • Cornerstone Planning Group first reported a position in NewtekOne in Q1 2024 and held it in 10 quarters.
  • Cornerstone Planning Group's NewtekOne position peaked at $1.5K in Q3 2024.
  • 13 funds tracked by Wall St. Rank held NewtekOne as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.