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IFP Advisors’s NewtekOne NEWT Stock Holding History

IFP 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
2026
Q2 		$25.4K Sell
1,718
-412
-19% -$5.44K ﹤0.01% 2825
2026
Q1 		$23.3K Sell
2,130
-14
-0.7% -$178 ﹤0.01% 2693
2025
Q4 		$24.3K Sell
2,144
-4,655
-68% -$50.8K ﹤0.01% 2620
2025
Q3 		$77.8K Buy
6,799
+23
+0.3% +$272 ﹤0.01% 1845
2025
Q2 		$76.5K Buy
6,776
+2,901
+75% +$31K ﹤0.01% 1804
2025
Q1 		$46.3K Hold
3,875
– – ﹤0.01% 1929
2024
Q4 		$49.5K Buy
3,875
+300
+8% +$4.07K ﹤0.01% 1840
2024
Q3 		$44.5K Hold
3,575
– – ﹤0.01% 1784
2024
Q2 		$44.9K Buy
3,575
+3,200
+853% +$39.4K ﹤0.01% 1729
2024
Q1 		$4.13K Sell
375
-675
-64% -$7.95K ﹤0.01% 2513
2023
Q4 		$14.5K Hold
1,050
– – ﹤0.01% 2045
2023
Q3 		$15.5K Hold
1,050
– – ﹤0.01% 2064
2023
Q2 		$16.7K Sell
1,050
-500
-32% -$6.59K ﹤0.01% 2098
2023
Q1 		$31.3K Sell
1,550
-600
-28% -$9.9K ﹤0.01% 1805
2022
Q4 		$44K Sell
2,150
-300
-12% -$4.98K ﹤0.01% 2332
2022
Q3 		$50K Buy
2,450
+1,100
+81% +$22.5K ﹤0.01% 2371
2022
Q2 		$28K Hold
1,350
– – ﹤0.01% 2583
2022
Q1 		$28K Buy
+1,350
New +$36.4K ﹤0.01% 2583
2019
Q1 		– Sell
-6,950
Closed -$120K – 3039
2018
Q4 		$120K Sell
6,950
-1,294
-16% -$25K 0.01% 1100
2018
Q3 		$173K Buy
8,244
+929
+13% +$20.3K 0.01% 1156
2018
Q2 		$146K Buy
7,315
+6,210
+562% +$118K 0.01% 1255
2018
Q1 		$20K Hold
1,105
– – ﹤0.01% 2389
2017
Q4 		$20K Sell
1,105
-481
-30% -$8.53K ﹤0.01% 2425
2017
Q3 		$28K Buy
1,586
+19
+1% +$325 ﹤0.01% 2384
2017
Q2 		$26K Buy
1,567
+18
+1% +$301 ﹤0.01% 2424
2017
Q1 		$26K Buy
1,549
+316
+26% +$5.12K ﹤0.01% 2331
2016
Q4 		$20K Buy
1,233
+18
+1% +$270 ﹤0.01% 2464
2016
Q3 		$17K Buy
+1,215
New +$16.3K ﹤0.01% 2510

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

IFP Advisors's NEWT Position: Q2 2026 in Review

IFP Advisors reduced its NewtekOne (NEWT) stake by 19% in Q2 2026, selling an estimated $5.44K and leaving 1,718 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2825.

IFP Advisors first reported a position in NEWT in Q3 2016 and has held it in 28 quarters since. The position peaked at $173K in Q3 2018. 150 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

  • IFP Advisors held 1,718 shares of NewtekOne worth $25.4K as of Q2 2026.
  • IFP Advisors sold 412 NewtekOne shares in Q2 2026, an estimated $5.44K.
  • NewtekOne made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2825 holding.
  • IFP Advisors first reported a position in NewtekOne in Q3 2016 and has held it in 28 quarters since.
  • IFP Advisors's NewtekOne position peaked at $173K in Q3 2018.
  • 150 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.