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Farther Finance Advisors’s NewtekOne NEWT Stock Holding History

Farther Finance 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 		$36.9K Buy
2,491
+779
+46% +$10.3K ﹤0.01% 3496
2026
Q1 		$19K Buy
1,712
+34
+2% +$431 ﹤0.01% 3702
2025
Q4 		$19K Sell
1,678
-369
-18% -$4.03K ﹤0.01% 3482
2025
Q3 		$23.4K Sell
2,047
-25
-1% -$296 ﹤0.01% 2930
2025
Q2 		$23.4K Buy
2,072
+66
+3% +$706 ﹤0.01% 2580
2025
Q1 		$24.2K Buy
2,006
+8
+0.4% +$101 ﹤0.01% 2289
2024
Q4 		$25.5K Buy
1,998
+7
+0.4% +$95 ﹤0.01% 1981
2024
Q3 		$24.8K Buy
1,991
+6
+0.3% +$76 ﹤0.01% 1982
2024
Q2 		$24.8K Buy
1,985
+23
+1% +$283 ﹤0.01% 1711
2024
Q1 		$22.4K Buy
1,962
+6
+0.3% +$71 ﹤0.01% 1453
2023
Q4 		$27K Buy
1,956
+6
+0.3% +$84 ﹤0.01% 1243
2023
Q3 		$28.8K Hold
1,950
– – ﹤0.01% 980
2023
Q2 		$31K Buy
1,950
+225
+13% +$2.97K 0.01% 847
2023
Q1 		$22.1K Buy
1,725
+1,000
+138% +$16.5K 0.01% 869
2022
Q4 		$11.8K Buy
+725
New +$12K ﹤0.01% 892

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

Farther Finance Advisors's NEWT Position: Q2 2026 in Review

Farther Finance Advisors increased its NewtekOne (NEWT) stake by 46% in Q2 2026, buying an estimated $10.3K and bringing the position to 2,491 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3496.

Farther Finance Advisors first reported a position in NEWT in Q4 2022 and has held it in 15 quarters since. 150 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

  • Farther Finance Advisors held 2,491 shares of NewtekOne worth $36.9K as of Q2 2026.
  • Farther Finance Advisors bought 779 NewtekOne shares in Q2 2026, an estimated $10.3K.
  • NewtekOne made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3496 holding.
  • Farther Finance Advisors first reported a position in NewtekOne in Q4 2022 and has held it in 15 quarters since.
  • 150 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.