IAIM
NEWT icon

International Assets Investment Management’s NewtekOne NEWT Stock Holding History

International Assets 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
Q2 		$28.2K Hold
1,875
– – ﹤0.01% 1509
2026
Q1 		$20.8K Hold
1,875
– – ﹤0.01% 1487
2025
Q4 		$21.3K Buy
+1,875
New +$20.5K ﹤0.01% 1459
2024
Q4 		– Sell
-61,054
Closed -$4.9K – 1475
2024
Q3 		$4.9K Buy
61,054
+56,154
+1,146% +$712K 0.01% 572
2024
Q2 		$61.6K Buy
+4,900
New +$60.3K 0.01% 1105
2023
Q3 		– Sell
-41,950
Closed -$667K – 691
2023
Q2 		$667K Sell
41,950
-500
-1% -$6.59K 0.09% 215
2023
Q1 		$543K Sell
42,450
-2,420
-5% -$39.9K 0.08% 249
2022
Q4 		$729K Buy
44,870
+2,920
+7% +$48.5K 0.08% 256
2022
Q3 		$685K Sell
41,950
-4,100
-9% -$83.7K 0.15% 146
2022
Q2 		$872 Hold
46,050
– – 0.08% 135
2022
Q1 		$1.23M Sell
46,050
-1,000
-2% -$27K 0.22% 102
2021
Q4 		$1.3M Hold
47,050
– – 0.23% 105
2021
Q3 		$1.3M Buy
47,050
+3,600
+8% +$109K 0.23% 101
2021
Q2 		$1.52M Sell
43,450
-54,425
-56% -$1.71M 0.28% 77
2021
Q1 		$2.23M Buy
97,875
+42,950
+78% +$981K 0.21% 103
2020
Q4 		$1.08M Buy
54,925
+700
+1% +$12.6K 0.2% 104
2020
Q3 		$1.01M Sell
54,225
-2,725
-5% -$50.9K 0.25% 91
2020
Q2 		$1.04M Buy
56,950
+14,940
+36% +$237K 0.25% 87
2020
Q1 		$559K Buy
+42,010
New +$799K 0.17% 122

Other funds holding NEWT

BC
Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

International Assets Investment Management's NEWT Position: Q2 2026 in Review

International Assets Investment Management held its NewtekOne (NEWT) position steady in Q2 2026 at 1,875 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

International Assets Investment Management first reported a position in NEWT in Q1 2020 and has held it in 19 quarters since. The position peaked at $2.23M in Q1 2021. 29 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

  • International Assets Investment Management held 1,875 shares of NewtekOne worth $28.2K as of Q2 2026.
  • International Assets Investment Management left its NewtekOne share count unchanged in Q2 2026.
  • NewtekOne made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1509 holding.
  • International Assets Investment Management first reported a position in NewtekOne in Q1 2020 and has held it in 19 quarters since.
  • International Assets Investment Management's NewtekOne position peaked at $2.23M in Q1 2021.
  • 29 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.