Jones Financial Companies
NEWT icon

Jones Financial Companies’s NewtekOne NEWT Stock Holding History

Jones Financial Companies’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 		$4.54K Buy
309
+47
+18% +$620 ﹤0.01% 4135
2026
Q1 		$2.74K Buy
262
+81
+45% +$1.03K ﹤0.01% 4059
2025
Q4 		$2.05K Hold
181
– – ﹤0.01% 3810
2025
Q3 		$2.15K Hold
181
– – ﹤0.01% 3670
2025
Q2 		$2.05K Hold
181
– – ﹤0.01% 3460
2025
Q1 		$2.15K Hold
181
– – ﹤0.01% 3229
2024
Q4 		$2.31K Buy
+181
New +$2.46K ﹤0.01% 2961

Other funds holding NEWT

BlackRock
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
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
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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Jones Financial Companies's NEWT Position: Q2 2026 in Review

Jones Financial Companies increased its NewtekOne (NEWT) stake by 18% in Q2 2026, buying an estimated $620 and bringing the position to 309 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #4135.

Jones Financial Companies 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.

  • Jones Financial Companies held 309 shares of NewtekOne worth $4.54K as of Q2 2026.
  • Jones Financial Companies bought 47 NewtekOne shares in Q2 2026, an estimated $620.
  • NewtekOne made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4135 holding.
  • Jones Financial Companies 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 Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.