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Dumont & Blake Investment Advisors’s NewtekOne NEWT Stock Holding History

Dumont & Blake Investment 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 		$152K Sell
10,254
-500
-5% -$6.6K 0.03% 194
2026
Q1 		$118K Buy
+10,754
New +$136K 0.03% 195

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

Dumont & Blake Investment Advisors's NEWT Position: Q2 2026 in Review

Dumont & Blake Investment Advisors reduced its NewtekOne (NEWT) stake by 4.6% in Q2 2026, selling an estimated $6.6K and leaving 10,254 shares worth $152K. The position accounts for 0.03% of the portfolio, ranked #194.

Dumont & Blake Investment Advisors 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.

  • Dumont & Blake Investment Advisors held 10,254 shares of NewtekOne worth $152K as of Q2 2026.
  • Dumont & Blake Investment Advisors sold 500 NewtekOne shares in Q2 2026, an estimated $6.6K.
  • NewtekOne made up 0.03% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #194 holding.
  • Dumont & Blake Investment Advisors 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 Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.