JFS Wealth Advisors’s NewtekOne NEWT Stock Holding History

JFS Wealth Advisors’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	$2.13K	Buy	+142	New	+$1.87K	﹤0.01%	1593

Other funds holding NEWT

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

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

JFS Wealth Advisors's NEWT Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in NewtekOne (NEWT) in Q2 2026: 142 shares worth $2.13K. The stake represents ﹤0.01% of the portfolio and ranks #1593 among its holdings.

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

JFS Wealth Advisors held 142 shares of NewtekOne worth $2.13K as of Q2 2026.
NewtekOne was a new JFS Wealth Advisors position in Q2 2026.
NewtekOne made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1593 holding.
8 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.