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Crewe Advisors’s NewtekOne NEWT Stock Holding History

Crewe 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 		$88.9K Buy
6,000
+3,000
+100% +$39.6K 0.01% 357
2026
Q1 		$32.9K Buy
3,000
+1,000
+50% +$12.7K ﹤0.01% 424
2025
Q4 		$22.7K Buy
+2,000
New +$21.8K ﹤0.01% 467

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

Crewe Advisors's NEWT Position: Q2 2026 in Review

Crewe Advisors increased its NewtekOne (NEWT) stake by 100% in Q2 2026, buying an estimated $39.6K and bringing the position to 6,000 shares worth $88.9K. The position accounts for 0.01% of the portfolio, ranked #357.

Crewe Advisors first reported a position in NEWT in Q4 2025 and has held it in 3 quarters since. 150 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

  • Crewe Advisors held 6,000 shares of NewtekOne worth $88.9K as of Q2 2026.
  • Crewe Advisors bought 3,000 NewtekOne shares in Q2 2026, an estimated $39.6K.
  • NewtekOne made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #357 holding.
  • Crewe Advisors first reported a position in NewtekOne in Q4 2025 and has held it in 3 quarters since.
  • 150 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.