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Integrated Wealth Concepts’s NewtekOne NEWT Stock Holding History

Integrated Wealth Concepts’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 		$21.3K Buy
+1,441
New +$19K ﹤0.01% 4043

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

Integrated Wealth Concepts's NEWT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in NewtekOne (NEWT) in Q2 2026: 1,441 shares worth $21.3K. The stake represents ﹤0.01% of the portfolio and ranks #4043 among its holdings.

150 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

  • Integrated Wealth Concepts held 1,441 shares of NewtekOne worth $21.3K as of Q2 2026.
  • NewtekOne was a new Integrated Wealth Concepts position in Q2 2026.
  • NewtekOne made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4043 holding.
  • 150 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.