IFP Advisors
NEWT icon

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
Q3 		$17K Sell
1,530
-188
-11% -$2.49K ﹤0.01% 3051
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 		$4.12K 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

RI
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
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

IFP Advisors's NEWT Position: Q3 2026 in Review

IFP Advisors reduced its NewtekOne (NEWT) stake by 11% in Q3 2026, selling an estimated $2.49K and leaving 1,530 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #3051.

IFP Advisors first reported a position in NEWT in Q3 2016 and has held it in 29 quarters since. The position peaked at $173K in Q3 2018. 13 funds tracked by Wall St. Rank hold NEWT as of Q3 2026.

  • IFP Advisors held 1,530 shares of NewtekOne worth $17K as of Q3 2026.
  • IFP Advisors sold 188 NewtekOne shares in Q3 2026, an estimated $2.49K.
  • NewtekOne made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3051 holding.
  • IFP Advisors first reported a position in NewtekOne in Q3 2016 and has held it in 29 quarters since.
  • IFP Advisors's NewtekOne position peaked at $173K in Q3 2018.
  • 13 funds tracked by Wall St. Rank held NewtekOne as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.