Focus Partners Wealth
NEWT icon

Focus Partners Wealth’s NewtekOne NEWT Stock Holding History

Focus Partners Wealth’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 		– Sell
-13,041
Closed -$143K – 2899
2026
Q1 		$143K Buy
13,041
+506
+4% +$6.42K ﹤0.01% 2470
2025
Q4 		$142K Buy
+12,535
New +$137K ﹤0.01% 2504

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

Focus Partners Wealth's NEWT Position: Q2 2026 in Review

Focus Partners Wealth sold out of NewtekOne (NEWT) in Q2 2026, closing a stake of 13,041 shares — an estimated $143K sold.

Focus Partners Wealth first reported a position in NEWT in Q4 2025 and held it in 2 quarters. The position peaked at $143K in Q1 2026. 150 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

  • Focus Partners Wealth reported no remaining NewtekOne position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 13,041 NewtekOne shares in Q2 2026, an estimated $143K.
  • Focus Partners Wealth first reported a position in NewtekOne in Q4 2025 and held it in 2 quarters.
  • Focus Partners Wealth's NewtekOne position peaked at $143K in Q1 2026.
  • 150 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.