Front Row Advisors’s NewtekOne NEWT Stock Holding History

Front Row Advisors’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	$408	Hold	32	–	–	﹤0.01%	546
2026 Q1	$357	Hold	32	–	–	﹤0.01%	539
2025 Q4	$370	Hold	32	–	–	﹤0.01%	524
2025 Q3	$367	Sell	32 -16	-33%	-$190	﹤0.01%	525
2025 Q2	$543	Sell	48 -32	-40%	-$342	﹤0.01%	503
2025 Q1	$959	Hold	80	–	–	﹤0.01%	472
2024 Q4	$1.04K	Hold	80	–	–	﹤0.01%	463
2024 Q3	$999	Hold	80	–	–	﹤0.01%	464
2024 Q2	$1.01K	Hold	80	–	–	﹤0.01%	890
2024 Q1	$897	Hold	80	–	–	﹤0.01%	884
2023 Q4	$1.12K	Hold	80	–	–	﹤0.01%	432
2023 Q3	$1.18K	Hold	80	–	–	﹤0.01%	861
2023 Q2	$1K	Hold	80	–	–	﹤0.01%	861
2023 Q1	$1K	Buy	+80	New	+$1.32K	﹤0.01%	879
2019 Q3	–	Sell	-21	Closed	–	–	993
2019 Q2	$0	Buy	21 +1	+5%	+$22	﹤0.01%	1065
2019 Q1	$0	Buy	+20	New	+$388	﹤0.01%	1088

Other funds holding NEWT

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 Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Front Row Advisors's NEWT Position: Q2 2026 in Review

Front Row Advisors held its NewtekOne (NEWT) position steady in Q2 2026 at 32 shares worth $408. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Front Row Advisors first reported a position in NEWT in Q1 2019 and has held it in 16 quarters since. The position peaked at $1.18K in Q3 2023. 150 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

Front Row Advisors held 32 shares of NewtekOne worth $408 as of Q2 2026.
Front Row Advisors left its NewtekOne share count unchanged in Q2 2026.
NewtekOne made up ﹤0.01% of Front Row Advisors's portfolio in Q2 2026, its #546 holding.
Front Row Advisors first reported a position in NewtekOne in Q1 2019 and has held it in 16 quarters since.
Front Row Advisors's NewtekOne position peaked at $1.18K in Q3 2023.
150 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Front Row Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.