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Lindbrook Capital’s NewtekOne NEWT Stock Holding History

Lindbrook Capital’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
2025
Q1 		$1.02K Sell
85
-125
-60% -$1.58K ﹤0.01% 2451
2024
Q4 		$2.68K Buy
+210
New +$2.85K ﹤0.01% 2214

Other funds holding NEWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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 $100B AUM 35.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lindbrook Capital's NEWT Position: Q1 2025 in Review

Lindbrook Capital reduced its NewtekOne (NEWT) stake by 60% in Q1 2025, selling an estimated $1.58K and leaving 85 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #2451.

Lindbrook Capital first reported a position in NEWT in Q4 2024 and has held it in 2 quarters since. The position peaked at $2.68K in Q4 2024. 126 funds tracked by Wall St. Rank hold NEWT as of Q1 2025.

  • Lindbrook Capital held 85 shares of NewtekOne worth $1.02K as of Q1 2025.
  • Lindbrook Capital sold 125 NewtekOne shares in Q1 2025, an estimated $1.58K.
  • NewtekOne made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2451 holding.
  • Lindbrook Capital first reported a position in NewtekOne in Q4 2024 and has held it in 2 quarters since.
  • Lindbrook Capital's NewtekOne position peaked at $2.68K in Q4 2024.
  • 126 funds tracked by Wall St. Rank held NewtekOne as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.