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EverSource Wealth Advisors’s NewtekOne NEWT Stock Holding History

EverSource Wealth 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 		$20.2K Buy
1,365
+308
+29% +$4.06K ﹤0.01% 2422
2026
Q1 		$11.6K Sell
1,057
-6
-0.6% -$76 ﹤0.01% 2836
2025
Q4 		$12.1K Sell
1,063
-132
-11% -$1.44K ﹤0.01% 2705
2025
Q3 		$13.7K Buy
1,195
+411
+52% +$4.87K ﹤0.01% 2630
2025
Q2 		$8.84K Buy
+784
New +$8.38K ﹤0.01% 2881
2025
Q1 		– Sell
-1
Closed -$13 – 4124
2024
Q4 		$13 Buy
+1
New +$14 ﹤0.01% 3728

Other funds holding NEWT

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
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EverSource Wealth Advisors's NEWT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its NewtekOne (NEWT) stake by 29% in Q2 2026, buying an estimated $4.06K and bringing the position to 1,365 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2422.

EverSource Wealth Advisors first reported a position in NEWT in Q4 2024 and has held it in 6 quarters since. 44 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

  • EverSource Wealth Advisors held 1,365 shares of NewtekOne worth $20.2K as of Q2 2026.
  • EverSource Wealth Advisors bought 308 NewtekOne shares in Q2 2026, an estimated $4.06K.
  • NewtekOne made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2422 holding.
  • EverSource Wealth Advisors first reported a position in NewtekOne in Q4 2024 and has held it in 6 quarters since.
  • 44 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

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