Fortitude Family Office’s NewtekOne NEWT Stock Holding History

Fortitude Family Office’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	$1.24K	Buy	+84	New	+$1.11K	﹤0.01%	1672

Other funds holding NEWT

Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return

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

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Vision Financial Markets Stamford, Connecticut $115M AUM 18.96% 1-Year Est. Return

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Fortitude Family Office's NEWT Position: Q2 2026 in Review

Fortitude Family Office opened a new position in NewtekOne (NEWT) in Q2 2026: 84 shares worth $1.24K. The stake represents ﹤0.01% of the portfolio and ranks #1672 among its holdings.

21 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

Fortitude Family Office held 84 shares of NewtekOne worth $1.24K as of Q2 2026.
NewtekOne was a new Fortitude Family Office position in Q2 2026.
NewtekOne made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1672 holding.
21 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.