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Independent Financial Group’s NewtekOne NEWT Stock Holding History

Independent Financial Group’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
2024
Q1 		– Sell
-53,599
Closed -$740K – 1042
2023
Q4 		$740K Buy
53,599
+18,387
+52% +$257K 0.04% 446
2023
Q3 		$519K Sell
35,212
-50,005
-59% -$857K 0.03% 481
2023
Q2 		$1.35M Buy
85,217
+39,332
+86% +$518K 0.09% 239
2023
Q1 		$587K Buy
+45,885
New +$757K 0.05% 412
2020
Q4 		– Sell
-27,600
Closed -$513K – 590
2020
Q3 		$513K Sell
27,600
-400
-1% -$7.48K 0.1% 229
2020
Q2 		$510K Buy
28,000
+1,000
+4% +$15.8K 0.11% 221
2020
Q1 		$357K Buy
+27,000
New +$513K 0.1% 227

Other funds holding NEWT

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $291M AUM 19.25% 1-Year Est. Return

Independent Financial Group's NEWT Position: Q1 2024 in Review

Independent Financial Group sold out of NewtekOne (NEWT) in Q1 2024, closing a stake of 53,599 shares — an estimated $740K sold.

Independent Financial Group first reported a position in NEWT in Q1 2020 and held it in 7 quarters. The position peaked at $1.35M in Q2 2023. 89 funds tracked by Wall St. Rank hold NEWT as of Q1 2024.

  • Independent Financial Group reported no remaining NewtekOne position as of Q1 2024 after selling out during the quarter.
  • Independent Financial Group sold 53,599 NewtekOne shares in Q1 2024, an estimated $740K.
  • Independent Financial Group first reported a position in NewtekOne in Q1 2020 and held it in 7 quarters.
  • Independent Financial Group's NewtekOne position peaked at $1.35M in Q2 2023.
  • 89 funds tracked by Wall St. Rank held NewtekOne as of Q1 2024.

Based on Independent Financial Group's 13F filing for Q1 2024, filed 12 Jun 2026.