Mariner’s NewtekOne NEWT Stock Holding History

Mariner’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	$146K	Buy	13,339 +2,631	+25%	+$33.4K	﹤0.01%	3246
2025 Q4	$122K	Sell	10,708 -1,954	-15%	-$21.3K	﹤0.01%	3290
2025 Q3	$145K	Buy	+12,662	New	+$150K	﹤0.01%	3285

Other funds holding NEWT

PFPGI

Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Mariner's NEWT Position: Q1 2026 in Review

Mariner increased its NewtekOne (NEWT) stake by 25% in Q1 2026, buying an estimated $33.4K and bringing the position to 13,339 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #3246.

Mariner first reported a position in NEWT in Q3 2025 and has held it in 3 quarters since. 146 funds tracked by Wall St. Rank hold NEWT as of Q1 2026.

Mariner held 13,339 shares of NewtekOne worth $146K as of Q1 2026.
Mariner bought 2,631 NewtekOne shares in Q1 2026, an estimated $33.4K.
NewtekOne made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #3246 holding.
Mariner first reported a position in NewtekOne in Q3 2025 and has held it in 3 quarters since.
146 funds tracked by Wall St. Rank held NewtekOne as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.