Mercer Global Advisors
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Mercer Global Advisors’s NewtekOne NEWT Stock Holding History

Mercer Global Advisors’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 		$330K Buy
22,295
+8,014
+56% +$106K ﹤0.01% 2696
2026
Q1 		$156K Buy
+14,281
New +$181K ﹤0.01% 2912
2025
Q4 		– Sell
-16,711
Closed -$191K – 2934
2025
Q3 		$191K Buy
+16,711
New +$198K ﹤0.01% 2402

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

Mercer Global Advisors's NEWT Position: Q2 2026 in Review

Mercer Global Advisors increased its NewtekOne (NEWT) stake by 56% in Q2 2026, buying an estimated $106K and bringing the position to 22,295 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #2696.

Mercer Global Advisors first reported a position in NEWT in Q3 2025 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

  • Mercer Global Advisors held 22,295 shares of NewtekOne worth $330K as of Q2 2026.
  • Mercer Global Advisors bought 8,014 NewtekOne shares in Q2 2026, an estimated $106K.
  • NewtekOne made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2696 holding.
  • Mercer Global Advisors first reported a position in NewtekOne in Q3 2025 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.