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Harbor Capital Advisors’s NewtekOne NEWT Stock Holding History

Harbor Capital 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
2025
Q1 		– Sell
-6,542
Closed -$84K – 1491
2024
Q4 		$84K Sell
6,542
-1,000
-13% -$13.6K ﹤0.01% 708
2024
Q3 		$94K Buy
7,542
+2,002
+36% +$25.4K ﹤0.01% 723
2024
Q2 		$70K Sell
5,540
-1,941
-26% -$23.9K 0.01% 711
2024
Q1 		$82K Buy
+7,481
New +$88.2K 0.01% 717

Other funds holding NEWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harbor Capital Advisors's NEWT Position: Q1 2025 in Review

Harbor Capital Advisors sold out of NewtekOne (NEWT) in Q1 2025, closing a stake of 6,542 shares — an estimated $84K sold.

Harbor Capital Advisors first reported a position in NEWT in Q1 2024 and held it in 4 quarters. The position peaked at $94K in Q3 2024. 126 funds tracked by Wall St. Rank hold NEWT as of Q1 2025.

  • Harbor Capital Advisors reported no remaining NewtekOne position as of Q1 2025 after selling out during the quarter.
  • Harbor Capital Advisors sold 6,542 NewtekOne shares in Q1 2025, an estimated $84K.
  • Harbor Capital Advisors first reported a position in NewtekOne in Q1 2024 and held it in 4 quarters.
  • Harbor Capital Advisors's NewtekOne position peaked at $94K in Q3 2024.
  • 126 funds tracked by Wall St. Rank held NewtekOne as of Q1 2025.

Based on Harbor Capital Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.