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
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

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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

Mercer Global Advisors's NEWT Position: Q1 2026 in Review

Mercer Global Advisors opened a new position in NewtekOne (NEWT) in Q1 2026: 14,281 shares worth $156K. The stake represents ﹤0.01% of the portfolio and ranks #2912 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in NEWT as recently as Q3 2025.

Mercer Global Advisors first reported a position in NEWT in Q3 2025 and has held it in 2 quarters since. The position peaked at $191K in Q3 2025. 146 funds tracked by Wall St. Rank hold NEWT as of Q1 2026.

  • Mercer Global Advisors held 14,281 shares of NewtekOne worth $156K as of Q1 2026.
  • NewtekOne was a new Mercer Global Advisors position in Q1 2026.
  • NewtekOne made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2912 holding.
  • Mercer Global Advisors first reported a position in NewtekOne in Q3 2025 and has held it in 2 quarters since.
  • Mercer Global Advisors's NewtekOne position peaked at $191K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held NewtekOne as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.