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Founders Financial Alliance’s NewtekOne NEWT Stock Holding History

Founders Financial Alliance’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 		$428K Buy
28,897
+254
+0.9% +$3.35K 0.06% 264
2026
Q1 		$314K Sell
28,643
-1,758
-6% -$22.3K 0.06% 288
2025
Q4 		$345K Buy
30,401
+250
+0.8% +$2.73K 0.07% 255
2025
Q3 		$345K Buy
30,151
+232
+0.8% +$2.75K 0.07% 266
2025
Q2 		$337K Buy
29,919
+377
+1% +$4.03K 0.08% 233
2025
Q1 		$353K Buy
29,542
+326
+1% +$4.12K 0.09% 224
2024
Q4 		$373K Sell
29,216
-16,417
-36% -$223K 0.1% 190
2024
Q3 		$569K Buy
45,633
+481
+1% +$6.1K 0.16% 128
2024
Q2 		$568K Sell
45,152
-399
-0.9% -$4.91K 0.17% 120
2024
Q1 		$501K Buy
45,551
+2,024
+5% +$23.8K 0.15% 138
2023
Q4 		$601K Buy
43,527
+714
+2% +$9.99K 0.23% 94
2023
Q3 		$631K Buy
42,813
+323
+0.8% +$5.53K 0.28% 84
2023
Q2 		$676K Sell
42,490
-1,366
-3% -$18K 0.27% 86
2023
Q1 		$561K Hold
43,856
– – 0.28% 83
2022
Q4 		$713K Buy
43,856
+1,735
+4% +$28.8K 0.33% 72
2022
Q3 		$687K Buy
42,121
+1,572
+4% +$32.1K 0.35% 71
2022
Q2 		$768K Buy
40,549
+1,517
+4% +$36.4K 0.39% 68
2022
Q1 		$1.04M Buy
39,032
+894
+2% +$24.1K 0.46% 55
2021
Q4 		$1.05M Buy
38,138
+1,365
+4% +$40K 0.42% 57
2021
Q3 		$1.02M Buy
36,773
+1,118
+3% +$34K 0.48% 54
2021
Q2 		$1.24M Buy
35,655
+691
+2% +$21.7K 0.57% 42
2021
Q1 		$1.01M Buy
34,964
+618
+2% +$14.1K 0.5% 49
2020
Q4 		$675K Buy
34,346
+837
+2% +$15.1K 0.38% 68
2020
Q3 		$621K Buy
+33,509
New +$626K 0.37% 58

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

Founders Financial Alliance's NEWT Position: Q2 2026 in Review

Founders Financial Alliance increased its NewtekOne (NEWT) stake by 0.89% in Q2 2026, buying an estimated $3.35K and bringing the position to 28,897 shares worth $428K. The position accounts for 0.06% of the portfolio, ranked #264.

Founders Financial Alliance first reported a position in NEWT in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.24M in Q2 2021. 150 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

  • Founders Financial Alliance held 28,897 shares of NewtekOne worth $428K as of Q2 2026.
  • Founders Financial Alliance bought 254 NewtekOne shares in Q2 2026, an estimated $3.35K.
  • NewtekOne made up 0.06% of Founders Financial Alliance's portfolio in Q2 2026, its #264 holding.
  • Founders Financial Alliance first reported a position in NewtekOne in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's NewtekOne position peaked at $1.24M in Q2 2021.
  • 150 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.