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Jefferies Financial Group’s NewtekOne NEWT Stock Holding History

Jefferies Financial Group’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
-35,000
Closed -$397K – 2058
2025
Q4 		$397K Buy
+35,000
New +$382K ﹤0.01% 1410

Other funds holding NEWT

PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Jefferies Financial Group's NEWT Position: Q1 2026 in Review

Jefferies Financial Group sold out of NewtekOne (NEWT) in Q1 2026, closing a stake of 35,000 shares — an estimated $397K sold.

Jefferies Financial Group first reported a position in NEWT in Q4 2025 and held it in 1 quarter. The position peaked at $397K in Q4 2025. 146 funds tracked by Wall St. Rank hold NEWT as of Q1 2026.

  • Jefferies Financial Group reported no remaining NewtekOne position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 35,000 NewtekOne shares in Q1 2026, an estimated $397K.
  • Jefferies Financial Group first reported a position in NewtekOne in Q4 2025 and held it in 1 quarter.
  • Jefferies Financial Group's NewtekOne position peaked at $397K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held NewtekOne as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.