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INTECH Investment Management’s NewtekOne NEWT Stock Holding History

INTECH Investment Management’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 		– Sell
-10,334
Closed -$117K – 2271
2025
Q4 		$117K Hold
10,334
– – ﹤0.01% 2130
2025
Q3 		$118K Sell
10,334
-1,798
-15% -$21.3K ﹤0.01% 2219
2025
Q2 		$137K Sell
12,132
-1,908
-14% -$20.4K ﹤0.01% 2207
2025
Q1 		$168K Buy
+14,040
New +$177K ﹤0.01% 2159

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

INTECH Investment Management's NEWT Position: Q1 2026 in Review

INTECH Investment Management sold out of NewtekOne (NEWT) in Q1 2026, closing a stake of 10,334 shares — an estimated $117K sold.

INTECH Investment Management first reported a position in NEWT in Q1 2025 and held it in 4 quarters. The position peaked at $168K in Q1 2025. 146 funds tracked by Wall St. Rank hold NEWT as of Q1 2026.

  • INTECH Investment Management reported no remaining NewtekOne position as of Q1 2026 after selling out during the quarter.
  • INTECH Investment Management sold 10,334 NewtekOne shares in Q1 2026, an estimated $117K.
  • INTECH Investment Management first reported a position in NewtekOne in Q1 2025 and held it in 4 quarters.
  • INTECH Investment Management's NewtekOne position peaked at $168K in Q1 2025.
  • 146 funds tracked by Wall St. Rank held NewtekOne as of Q1 2026.

Based on INTECH Investment Management's 13F filing for Q1 2026, filed 8 May 2026.