Jackson Thornton Wealth Management’s NewtekOne NEWT Stock Holding History

Jackson Thornton Wealth 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	$316K	Sell	25,733 -315	-1%	-$4K	0.03%	173
2025 Q4	$312K	Sell	26,048 -300	-1%	-$3.27K	0.03%	188
2025 Q3	$295K	Buy	26,348 +156	+0.6%	+$1.85K	0.03%	190
2025 Q2	$314K	Buy	26,192 +79	+0.3%	+$845	0.04%	78
2025 Q1	$267K	Sell	26,113 -461	-2%	-$5.83K	0.04%	72
2024 Q4	$339K	Buy	+26,574	New	+$360K	0.04%	58

Other funds holding NEWT

PFPGI

Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Jackson Thornton Wealth Management's NEWT Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its NewtekOne (NEWT) stake by 1.2% in Q1 2026, selling an estimated $4K and leaving 25,733 shares worth $316K. The position accounts for 0.03% of the portfolio, ranked #173.

Jackson Thornton Wealth Management first reported a position in NEWT in Q4 2024 and has held it in 6 quarters since. The position peaked at $339K in Q4 2024. 146 funds tracked by Wall St. Rank hold NEWT as of Q1 2026.

Jackson Thornton Wealth Management held 25,733 shares of NewtekOne worth $316K as of Q1 2026.
Jackson Thornton Wealth Management sold 315 NewtekOne shares in Q1 2026, an estimated $4K.
NewtekOne made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #173 holding.
Jackson Thornton Wealth Management first reported a position in NewtekOne in Q4 2024 and has held it in 6 quarters since.
Jackson Thornton Wealth Management's NewtekOne position peaked at $339K in Q4 2024.
146 funds tracked by Wall St. Rank held NewtekOne as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.