Legal & General Group
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Legal & General Group’s NewtekOne NEWT Stock Holding History

Legal & General 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
Q1 		$25.4K Buy
2,320
+432
+23% +$5.48K ﹤0.01% 2887
2025
Q4 		$21.4K Sell
1,888
-330
-15% -$3.6K ﹤0.01% 2994
2025
Q3 		$25.4K Hold
2,218
– – ﹤0.01% 2949
2025
Q2 		$25K Buy
2,218
+219
+11% +$2.34K ﹤0.01% 2919
2025
Q1 		$23.9K Hold
1,999
– – ﹤0.01% 2884
2024
Q4 		$25.5K Hold
1,999
– – ﹤0.01% 2941
2024
Q3 		$24.9K Hold
1,999
– – ﹤0.01% 2961
2024
Q2 		$25.1K Hold
1,999
– – ﹤0.01% 2938
2024
Q1 		$22K Hold
1,999
– – ﹤0.01% 2926
2023
Q4 		$27.6K Buy
1,999
+27
+1% +$378 ﹤0.01% 2914
2023
Q3 		$29.1K Sell
1,972
-230
-10% -$3.94K ﹤0.01% 2929
2023
Q2 		$35K Buy
+2,202
New +$29K ﹤0.01% 2924

Other funds holding NEWT

PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Legal & General Group's NEWT Position: Q1 2026 in Review

Legal & General Group increased its NewtekOne (NEWT) stake by 23% in Q1 2026, buying an estimated $5.48K and bringing the position to 2,320 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2887.

Legal & General Group first reported a position in NEWT in Q2 2023 and has held it in 12 quarters since. The position peaked at $35K in Q2 2023. 146 funds tracked by Wall St. Rank hold NEWT as of Q1 2026.

  • Legal & General Group held 2,320 shares of NewtekOne worth $25.4K as of Q1 2026.
  • Legal & General Group bought 432 NewtekOne shares in Q1 2026, an estimated $5.48K.
  • NewtekOne made up ﹤0.01% of Legal & General Group's portfolio in Q1 2026, its #2887 holding.
  • Legal & General Group first reported a position in NewtekOne in Q2 2023 and has held it in 12 quarters since.
  • Legal & General Group's NewtekOne position peaked at $35K in Q2 2023.
  • 146 funds tracked by Wall St. Rank held NewtekOne as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.