Fidelity Investments
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Fidelity Investments’s NewtekOne NEWT Stock Holding History

Fidelity Investments’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
Q1 		$56.2K Buy
5,129
+1,015
+25% +$12.9K ﹤0.01% 4077
2025
Q4 		$46.7K Buy
4,114
+1,576
+62% +$17.2K ﹤0.01% 4150
2025
Q3 		$29.1K Sell
2,538
-213
-8% -$2.52K ﹤0.01% 4201
2025
Q2 		$31K Buy
2,751
+1,341
+95% +$14.3K ﹤0.01% 4109
2025
Q1 		$16.9K Sell
1,410
-4,888
-78% -$61.8K ﹤0.01% 4294
2024
Q4 		$80.4K Buy
6,298
+3,739
+146% +$50.7K ﹤0.01% 3645
2024
Q3 		$31.9K Buy
2,559
+1,835
+253% +$23.3K ﹤0.01% 3984
2024
Q2 		$9.1K Buy
724
+521
+257% +$6.42K ﹤0.01% 4366
2024
Q1 		$2.24K Sell
203
-512
-72% -$6.03K ﹤0.01% 4679
2023
Q4 		$9.87K Sell
715
-561
-44% -$7.85K ﹤0.01% 4241
2023
Q3 		$18.8K Buy
1,276
+1,014
+387% +$17.4K ﹤0.01% 3839
2023
Q2 		$4.17K Buy
+262
New +$3.45K ﹤0.01% 4413
2022
Q4 		– Sell
-2
Closed – – 5505
2022
Q3 		$0 Buy
+2
New +$41 ﹤0.01% 5231
2022
Q1 		– Sell
-185
Closed -$5K – 5307
2021
Q4 		$5K Buy
+185
New +$5.43K ﹤0.01% 3812
2021
Q3 		– Sell
-2
Closed – – 4795
2021
Q2 		$0 Buy
2
+1
+100% +$31 ﹤0.01% 4665
2021
Q1 		$0 Sell
1
-60
-98% -$1.37K ﹤0.01% 4354
2020
Q4 		$1K Buy
+61
New +$1.1K ﹤0.01% 3713
2020
Q3 		– Sell
-1
Closed – – 3893
2020
Q2 		$0 Buy
+1
New +$16 ﹤0.01% 3975
2020
Q1 		– Sell
-57
Closed -$1K – 4048
2019
Q4 		$1K Buy
+57
New +$1.28K ﹤0.01% 3667
2019
Q3 		– Sell
-1
Closed – – 4083
2019
Q2 		$0 Buy
+1
New +$22 ﹤0.01% 4028
2019
Q1 		– Sell
-14
Closed – – 4003
2018
Q4 		$0 Buy
+14
New +$270 ﹤0.01% 3923

Other funds holding NEWT

PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Fidelity Investments's NEWT Position: Q1 2026 in Review

Fidelity Investments increased its NewtekOne (NEWT) stake by 25% in Q1 2026, buying an estimated $12.9K and bringing the position to 5,129 shares worth $56.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4077.

Fidelity Investments first reported a position in NEWT in Q4 2018 and has held it in 21 quarters since. The position peaked at $80.4K in Q4 2024. 146 funds tracked by Wall St. Rank hold NEWT as of Q1 2026.

  • Fidelity Investments held 5,129 shares of NewtekOne worth $56.2K as of Q1 2026.
  • Fidelity Investments bought 1,015 NewtekOne shares in Q1 2026, an estimated $12.9K.
  • NewtekOne made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4077 holding.
  • Fidelity Investments first reported a position in NewtekOne in Q4 2018 and has held it in 21 quarters since.
  • Fidelity Investments's NewtekOne position peaked at $80.4K in Q4 2024.
  • 146 funds tracked by Wall St. Rank held NewtekOne as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.