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Larson Financial Group’s NewtekOne NEWT Stock Holding History

Larson 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
Q2 		$1.29K Buy
+87
New +$1.15K ﹤0.01% 3233

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

Larson Financial Group's NEWT Position: Q2 2026 in Review

Larson Financial Group opened a new position in NewtekOne (NEWT) in Q2 2026: 87 shares worth $1.29K. The stake represents ﹤0.01% of the portfolio and ranks #3233 among its holdings.

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

  • Larson Financial Group held 87 shares of NewtekOne worth $1.29K as of Q2 2026.
  • NewtekOne was a new Larson Financial Group position in Q2 2026.
  • NewtekOne made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3233 holding.
  • 150 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.