Glen Eagle Advisors’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29.2K | Sell |
2,671
-1,412
| -35% | -$17.9K | ﹤0.01% | 517 |
|
|
2025
Q4 | $46.3K | Hold |
4,083
| – | – | 0.01% | 458 |
|
|
2025
Q3 | $46.7K | Sell |
4,083
-2,483
| -38% | -$29.4K | 0.01% | 468 |
|
|
2025
Q2 | $74.1K | Hold |
6,566
| – | – | 0.01% | 360 |
|
|
2025
Q1 | $78.5K | Hold |
6,566
| – | – | 0.01% | 344 |
|
|
2024
Q4 | $83.8K | Sell |
6,566
-1,910
| -23% | -$25.9K | 0.01% | 334 |
|
|
2024
Q3 | $106K | Sell |
8,476
-9,935
| -54% | -$126K | 0.02% | 307 |
|
|
2024
Q2 | $231K | Sell |
18,411
-3,623
| -16% | -$44.6K | 0.04% | 218 |
|
|
2024
Q1 | $242K | Sell |
22,034
-4,622
| -17% | -$54.5K | 0.05% | 218 |
|
|
2023
Q4 | $368K | Sell |
26,656
-1,002
| -4% | -$14K | 0.08% | 166 |
|
|
2023
Q3 | $408K | Sell |
27,658
-2,520
| -8% | -$43.2K | 0.09% | 150 |
|
|
2023
Q2 | $480K | Sell |
30,178
-538
| -2% | -$7.09K | 0.11% | 143 |
|
|
2023
Q1 | $393K | Sell |
30,716
-830
| -3% | -$13.7K | 0.1% | 153 |
|
|
2022
Q4 | $513K | Sell |
31,546
-682
| -2% | -$11.3K | 0.14% | 127 |
|
|
2022
Q3 | $526K | Buy |
32,228
+757
| +2% | +$15.5K | 0.15% | 124 |
|
|
2022
Q2 | $596K | Sell |
31,471
-152
| -0.5% | -$3.65K | 0.16% | 119 |
|
|
2022
Q1 | $844K | Buy |
31,623
+1,345
| +4% | +$36.3K | 0.22% | 98 |
|
|
2021
Q4 | $837K | Buy |
30,278
+275
| +0.9% | +$8.07K | 0.22% | 100 |
|
|
2021
Q3 | $832K | Buy |
30,003
+3,278
| +12% | +$99.6K | 0.24% | 92 |
|
|
2021
Q2 | $933K | Buy |
26,725
+880
| +3% | +$27.6K | 0.29% | 73 |
|
|
2021
Q1 | $690K | Hold |
25,845
| – | – | 0.24% | 93 |
|
|
2020
Q4 | $509K | Sell |
25,845
-3,673
| -12% | -$66.1K | 0.2% | 102 |
|
|
2020
Q3 | $548K | Sell |
29,518
-745
| -2% | -$13.9K | 0.25% | 90 |
|
|
2020
Q2 | $551K | Buy |
30,263
+7,000
| +30% | +$111K | 0.28% | 78 |
|
|
2020
Q1 | $307K | Sell |
23,263
-25,975
| -53% | -$494K | 0.22% | 102 |
|
|
2019
Q4 | $1.12M | Buy |
49,238
+2,611
| +6% | +$58.9K | 0.6% | 41 |
|
|
2019
Q3 | $1.06M | Buy |
46,627
+4,738
| +11% | +$105K | 0.7% | 36 |
|
|
2019
Q2 | $963K | Buy |
41,889
+2,581
| +7% | +$56.4K | 0.66% | 38 |
|
|
2019
Q1 | $772K | Buy |
39,308
+5,694
| +17% | +$111K | 0.56% | 44 |
|
|
2018
Q4 | $586K | Buy |
33,614
+983
| +3% | +$19K | 0.49% | 48 |
|
|
2018
Q3 | $683K | Buy |
32,631
+7,485
| +30% | +$164K | 0.49% | 51 |
|
|
2018
Q2 | $501K | Buy |
25,146
+9,105
| +57% | +$173K | 0.39% | 63 |
|
|
2018
Q1 | $290K | Buy |
16,041
+2,625
| +20% | +$46.5K | 0.24% | 97 |
|
|
2017
Q4 | $248K | Buy |
13,416
+6,656
| +98% | +$118K | 0.22% | 113 |
|
|
2017
Q3 | $120K | Buy |
6,760
+840
| +14% | +$14.4K | 0.11% | 174 |
|
|
2017
Q2 | $96.4K | Buy |
+5,920
| New | +$99.1K | 0.08% | 171 |
|
Other funds holding NEWT
PFPGI
VCM
RA
Glen Eagle Advisors's NEWT Position: Q1 2026 in Review
Glen Eagle Advisors reduced its NewtekOne (NEWT) stake by 35% in Q1 2026, selling an estimated $17.9K and leaving 2,671 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #517.
Glen Eagle Advisors first reported a position in NEWT in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.12M in Q4 2019. 146 funds tracked by Wall St. Rank hold NEWT as of Q1 2026.
- Glen Eagle Advisors held 2,671 shares of NewtekOne worth $29.2K as of Q1 2026.
- Glen Eagle Advisors sold 1,412 NewtekOne shares in Q1 2026, an estimated $17.9K.
- NewtekOne made up ﹤0.01% of Glen Eagle Advisors's portfolio in Q1 2026, its #517 holding.
- Glen Eagle Advisors first reported a position in NewtekOne in Q2 2017 and has held it in 36 quarters since.
- Glen Eagle Advisors's NewtekOne position peaked at $1.12M in Q4 2019.
- 146 funds tracked by Wall St. Rank held NewtekOne as of Q1 2026.
Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.