GAMMA Investing
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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
Q3 		$18K Buy
1,615
+385
+31% +$5.09K ﹤0.01% 3009
2026
Q2 		$18.2K Buy
1,230
+105
+9% +$1.38K ﹤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

Ridgewood Investments
Ridgewood Investments Springfield, New Jersey $271M AUM
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

GAMMA Investing's NEWT Position: Q3 2026 in Review

GAMMA Investing increased its NewtekOne (NEWT) stake by 31% in Q3 2026, buying an estimated $5.09K and bringing the position to 1,615 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #3009.

GAMMA Investing first reported a position in NEWT in Q4 2023 and has held it in 10 quarters since. The position peaked at $18.2K in Q2 2026. 14 funds tracked by Wall St. Rank hold NEWT as of Q3 2026.

  • GAMMA Investing held 1,615 shares of NewtekOne worth $18K as of Q3 2026.
  • GAMMA Investing bought 385 NewtekOne shares in Q3 2026, an estimated $5.09K.
  • NewtekOne made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #3009 holding.
  • GAMMA Investing first reported a position in NewtekOne in Q4 2023 and has held it in 10 quarters since.
  • GAMMA Investing's NewtekOne position peaked at $18.2K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held NewtekOne as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.