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 Q2	$755K	Buy	51,008 +25,275	+98%	+$333K	0.06%	99
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

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 Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Jackson Thornton Wealth Management's NEWT Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its NewtekOne (NEWT) stake by 98% in Q2 2026, buying an estimated $333K and bringing the position to 51,008 shares worth $755K. The position accounts for 0.06% of the portfolio, ranked #99.

Jackson Thornton Wealth Management first reported a position in NEWT in Q4 2024 and has held it in 7 quarters since. 150 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

Jackson Thornton Wealth Management held 51,008 shares of NewtekOne worth $755K as of Q2 2026.
Jackson Thornton Wealth Management bought 25,275 NewtekOne shares in Q2 2026, an estimated $333K.
NewtekOne made up 0.06% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #99 holding.
Jackson Thornton Wealth Management first reported a position in NewtekOne in Q4 2024 and has held it in 7 quarters since.
150 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.