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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
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

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

Cornerstone Planning Group's NEWT Position: Q2 2026 in Review

Cornerstone Planning Group held its NewtekOne (NEWT) position steady in Q2 2026 at 50 shares worth $737. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

Cornerstone Planning Group first reported a position in NEWT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.5K in Q3 2024. 57 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

  • Cornerstone Planning Group held 50 shares of NewtekOne worth $737 as of Q2 2026.
  • Cornerstone Planning Group left its NewtekOne share count unchanged in Q2 2026.
  • NewtekOne made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1579 holding.
  • Cornerstone Planning Group first reported a position in NewtekOne in Q1 2024 and has held it in 10 quarters since.
  • Cornerstone Planning Group's NewtekOne position peaked at $1.5K in Q3 2024.
  • 57 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.