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Covestor’s NewtekOne NEWT Stock Holding History

Covestor’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 		$2K Buy
126
+31
+33% +$409 ﹤0.01% 1986
2026
Q1 		$1K Sell
95
-59
-38% -$749 ﹤0.01% 2094
2025
Q4 		$2K Sell
154
-84
-35% -$916 ﹤0.01% 1933
2025
Q3 		$3K Buy
238
+45
+23% +$533 ﹤0.01% 1892
2025
Q2 		$2K Buy
193
+138
+251% +$1.48K ﹤0.01% 1863
2025
Q1 		$1K Sell
55
-14
-20% -$177 ﹤0.01% 2046
2024
Q4 		$1K Buy
69
+43
+165% +$583 ﹤0.01% 2088
2024
Q3 		$0 Sell
26
-47
-64% -$596 ﹤0.01% 2555
2024
Q2 		$1K Buy
+73
New +$899 ﹤0.01% 2061
2022
Q2 		– Sell
-10
Closed – – 2198
2022
Q1 		$0 Sell
10
-27
-73% -$728 ﹤0.01% 2315
2021
Q4 		$1K Buy
+37
New +$1.08K ﹤0.01% 1854

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

Covestor's NEWT Position: Q2 2026 in Review

Covestor increased its NewtekOne (NEWT) stake by 33% in Q2 2026, buying an estimated $409 and bringing the position to 126 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1986.

Covestor first reported a position in NEWT in Q4 2021 and has held it in 11 quarters since. The position peaked at $3K in Q3 2025. 150 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

  • Covestor held 126 shares of NewtekOne worth $2K as of Q2 2026.
  • Covestor bought 31 NewtekOne shares in Q2 2026, an estimated $409.
  • NewtekOne made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1986 holding.
  • Covestor first reported a position in NewtekOne in Q4 2021 and has held it in 11 quarters since.
  • Covestor's NewtekOne position peaked at $3K in Q3 2025.
  • 150 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.