Franklin Resources
NEWT icon

Franklin Resources’s NewtekOne NEWT Stock Holding History

Franklin Resources’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 		$4.62M Buy
312,014
+58,021
+23% +$766K ﹤0.01% 1642
2026
Q1 		$2.78M Buy
+253,993
New +$3.22M ﹤0.01% 1786
2025
Q4 		– Sell
-15,933
Closed -$182K – 3219
2025
Q3 		$182K Hold
15,933
– – ﹤0.01% 2852
2025
Q2 		$180K Hold
15,933
– – ﹤0.01% 2773
2025
Q1 		$191K Buy
+15,933
New +$201K ﹤0.01% 2694
2024
Q3 		– Sell
-250,067
Closed -$3.14M – 2988
2024
Q2 		$3.14M Buy
250,067
+31,209
+14% +$384K ﹤0.01% 1521
2024
Q1 		$2.41M Buy
+218,858
New +$2.58M ﹤0.01% 1655

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Franklin Resources's NEWT Position: Q2 2026 in Review

Franklin Resources increased its NewtekOne (NEWT) stake by 23% in Q2 2026, buying an estimated $766K and bringing the position to 312,014 shares worth $4.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

Franklin Resources first reported a position in NEWT in Q1 2024 and has held it in 7 quarters since. 99 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

  • Franklin Resources held 312,014 shares of NewtekOne worth $4.62M as of Q2 2026.
  • Franklin Resources bought 58,021 NewtekOne shares in Q2 2026, an estimated $766K.
  • NewtekOne made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #1642 holding.
  • Franklin Resources first reported a position in NewtekOne in Q1 2024 and has held it in 7 quarters since.
  • 99 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.