JF
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Jump Financial’s NewtekOne NEWT Stock Holding History

Jump Financial’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 		$743K Sell
50,200
-4,029
-7% -$53.2K 0.01% 1307
2026
Q1 		$594K Sell
54,229
-33,855
-38% -$430K 0.01% 1157
2025
Q4 		$1,000K Buy
88,084
+15,784
+22% +$172K 0.01% 971
2025
Q3 		$828K Buy
72,300
+1,922
+3% +$22.8K 0.01% 1092
2025
Q2 		$794K Buy
70,378
+37,264
+113% +$398K 0.01% 1064
2025
Q1 		$396K Buy
33,114
+22,672
+217% +$286K 0.01% 1170
2024
Q4 		$133K Sell
10,442
-10,820
-51% -$147K ﹤0.01% 1527
2024
Q3 		$265K Buy
21,262
+5,292
+33% +$67.1K 0.01% 1357
2024
Q2 		$201K Sell
15,970
-5,030
-24% -$61.9K ﹤0.01% 1563
2024
Q1 		$231K Buy
21,000
+9,796
+87% +$115K 0.01% 1593
2023
Q4 		$155K Buy
+11,204
New +$157K ﹤0.01% 1612
2022
Q3 		– Sell
-10,300
Closed -$195K – 1828
2022
Q2 		$195K Buy
+10,300
New +$247K 0.01% 1323

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

Jump Financial's NEWT Position: Q2 2026 in Review

Jump Financial reduced its NewtekOne (NEWT) stake by 7.4% in Q2 2026, selling an estimated $53.2K and leaving 50,200 shares worth $743K. The position accounts for 0.01% of the portfolio, ranked #1307.

Jump Financial first reported a position in NEWT in Q2 2022 and has held it in 12 quarters since. The position peaked at $1,000K in Q4 2025. 150 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

  • Jump Financial held 50,200 shares of NewtekOne worth $743K as of Q2 2026.
  • Jump Financial sold 4,029 NewtekOne shares in Q2 2026, an estimated $53.2K.
  • NewtekOne made up 0.01% of Jump Financial's portfolio in Q2 2026, its #1307 holding.
  • Jump Financial first reported a position in NewtekOne in Q2 2022 and has held it in 12 quarters since.
  • Jump Financial's NewtekOne position peaked at $1,000K in Q4 2025.
  • 150 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.