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MAI Capital Management’s NewtekOne NEWT Stock Holding History

MAI Capital Management’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 		$1.19K Buy
109
+90
+474% +$1.14K ﹤0.01% 4116
2025
Q4 		$216 Buy
+19
New +$207 ﹤0.01% 4026

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

MAI Capital Management's NEWT Position: Q1 2026 in Review

MAI Capital Management increased its NewtekOne (NEWT) stake by 474% in Q1 2026, buying an estimated $1.14K and bringing the position to 109 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #4116.

MAI Capital Management first reported a position in NEWT in Q4 2025 and has held it in 2 quarters since. 146 funds tracked by Wall St. Rank hold NEWT as of Q1 2026.

  • MAI Capital Management held 109 shares of NewtekOne worth $1.19K as of Q1 2026.
  • MAI Capital Management bought 90 NewtekOne shares in Q1 2026, an estimated $1.14K.
  • NewtekOne made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #4116 holding.
  • MAI Capital Management first reported a position in NewtekOne in Q4 2025 and has held it in 2 quarters since.
  • 146 funds tracked by Wall St. Rank held NewtekOne as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.