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IEQ Capital’s NewtekOne NEWT Stock Holding History

IEQ Capital’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
Q1 		$519K Buy
47,416
+1,474
+3% +$18.7K ﹤0.01% 1288
2025
Q4 		$521K Sell
45,942
-15,262
-25% -$166K ﹤0.01% 1310
2025
Q3 		$701K Buy
61,204
+35,944
+142% +$426K ﹤0.01% 1154
2025
Q2 		$285K Buy
+25,260
New +$270K ﹤0.01% 1425

Other funds holding NEWT

PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

IEQ Capital's NEWT Position: Q1 2026 in Review

IEQ Capital increased its NewtekOne (NEWT) stake by 3.2% in Q1 2026, buying an estimated $18.7K and bringing the position to 47,416 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

IEQ Capital first reported a position in NEWT in Q2 2025 and has held it in 4 quarters since. The position peaked at $701K in Q3 2025. 146 funds tracked by Wall St. Rank hold NEWT as of Q1 2026.

  • IEQ Capital held 47,416 shares of NewtekOne worth $519K as of Q1 2026.
  • IEQ Capital bought 1,474 NewtekOne shares in Q1 2026, an estimated $18.7K.
  • NewtekOne made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1288 holding.
  • IEQ Capital first reported a position in NewtekOne in Q2 2025 and has held it in 4 quarters since.
  • IEQ Capital's NewtekOne position peaked at $701K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held NewtekOne as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.