GI
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GAMMA Investing’s NewtekOne NEWT Stock Holding History

GAMMA Investing’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 		$18.2K Buy
1,230
+105
+9% +$1.39K ﹤0.01% 2886
2026
Q1 		$12.3K Buy
1,125
+155
+16% +$1.97K ﹤0.01% 2964
2025
Q4 		$11K Buy
970
+469
+94% +$5.12K ﹤0.01% 2931
2025
Q3 		$5.74K Buy
501
+71
+17% +$841 ﹤0.01% 3122
2025
Q2 		$4.85K Buy
430
+327
+317% +$3.5K ﹤0.01% 3134
2025
Q1 		$1.23K Buy
103
+13
+14% +$164 ﹤0.01% 3519
2024
Q4 		$1.15K Buy
+90
New +$1.22K ﹤0.01% 3382
2024
Q3 		– Sell
-3
Closed -$38 – 3636
2024
Q2 		$38 Buy
+3
New +$37 ﹤0.01% 3430
2024
Q1 		– Sell
-115
Closed -$1.38K – 3350
2023
Q4 		$1.38K Buy
+115
New +$1.61K ﹤0.01% 2692

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

GAMMA Investing's NEWT Position: Q2 2026 in Review

GAMMA Investing increased its NewtekOne (NEWT) stake by 9.3% in Q2 2026, buying an estimated $1.39K and bringing the position to 1,230 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2886.

GAMMA Investing first reported a position in NEWT in Q4 2023 and has held it in 9 quarters since. 150 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

  • GAMMA Investing held 1,230 shares of NewtekOne worth $18.2K as of Q2 2026.
  • GAMMA Investing bought 105 NewtekOne shares in Q2 2026, an estimated $1.39K.
  • NewtekOne made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #2886 holding.
  • GAMMA Investing first reported a position in NewtekOne in Q4 2023 and has held it in 9 quarters since.
  • 150 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.