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 Q3	–	Sell	-142	Closed	-$2.13K	–	2278
2026 Q2	$2.13K	Buy	+142	New	+$1.87K	﹤0.01%	1593

Other funds holding NEWT

Patriot Financial Partners GP II Radnor, Pennsylvania $307M AUM 22.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Huber Capital Management El Segundo, California $673M AUM 18.73% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Barrett & Company Providence, Rhode Island $366M AUM 15.99% 1-Year Est. Return

JFS Wealth Advisors's NEWT Position: Q3 2026 in Review

JFS Wealth Advisors sold out of NewtekOne (NEWT) in Q3 2026, closing a stake of 142 shares — an estimated $2.13K sold.

JFS Wealth Advisors first reported a position in NEWT in Q2 2026 and held it in 1 quarter. The position peaked at $2.13K in Q2 2026. 71 funds tracked by Wall St. Rank hold NEWT as of Q3 2026.

JFS Wealth Advisors reported no remaining NewtekOne position as of Q3 2026 after selling out during the quarter.
JFS Wealth Advisors sold 142 NewtekOne shares in Q3 2026, an estimated $2.13K.
JFS Wealth Advisors first reported a position in NewtekOne in Q2 2026 and held it in 1 quarter.
JFS Wealth Advisors's NewtekOne position peaked at $2.13K in Q2 2026.
71 funds tracked by Wall St. Rank held NewtekOne as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.