MetLife Investment Management’s NewtekOne NEWT Stock Holding History

MetLife Investment 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	$246K	Hold	22,446	–	–	﹤0.01%	2128
2025 Q4	$255K	Hold	22,446	–	–	﹤0.01%	2157
2025 Q3	$257K	Hold	22,446	–	–	﹤0.01%	2176
2025 Q2	$253K	Hold	22,446	–	–	﹤0.01%	2062
2025 Q1	$268K	Sell	22,446 -589	-3%	-$7.44K	﹤0.01%	2041
2024 Q4	$294K	Hold	23,035	–	–	﹤0.01%	2087
2024 Q3	$287K	Hold	23,035	–	–	﹤0.01%	2088
2024 Q2	$290K	Buy	23,035 +1,681	+8%	+$20.7K	﹤0.01%	2023
2024 Q1	$235K	Buy	21,354 +4	+0%	+$47	﹤0.01%	2102
2023 Q4	$295K	Buy	21,350 +117	+0.6%	+$1.64K	﹤0.01%	2014
2023 Q3	$313K	Buy	21,233 +90	+0.4%	+$1.54K	﹤0.01%	1920
2023 Q2	$336K	Buy	21,143 +12,777	+153%	+$168K	﹤0.01%	1952
2023 Q1	$107K	Buy	8,366 +362	+5%	+$5.97K	﹤0.01%	2519
2022 Q4	$130K	Buy	8,004 +322	+4%	+$5.35K	﹤0.01%	2478
2022 Q3	$125K	Buy	7,682 +308	+4%	+$6.29K	﹤0.01%	2564
2022 Q2	$140K	Buy	7,374 +265	+4%	+$6.36K	﹤0.01%	2533
2022 Q1	$190K	Buy	7,109 +4,109	+137%	+$111K	﹤0.01%	2382
2021 Q4	$82.9K	Hold	3,000	–	–	﹤0.01%	2450
2021 Q3	$83.2K	Hold	3,000	–	–	﹤0.01%	2497
2021 Q2	$105K	Hold	3,000	–	–	﹤0.01%	2404
2021 Q1	$80.1K	Buy	+3,000	New	+$68.5K	﹤0.01%	2263

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

MetLife Investment Management's NEWT Position: Q1 2026 in Review

MetLife Investment Management held its NewtekOne (NEWT) position steady in Q1 2026 at 22,446 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #2128.

MetLife Investment Management first reported a position in NEWT in Q1 2021 and has held it in 21 quarters since. The position peaked at $336K in Q2 2023. 146 funds tracked by Wall St. Rank hold NEWT as of Q1 2026.

MetLife Investment Management held 22,446 shares of NewtekOne worth $246K as of Q1 2026.
MetLife Investment Management left its NewtekOne share count unchanged in Q1 2026.
NewtekOne made up ﹤0.01% of MetLife Investment Management's portfolio in Q1 2026, its #2128 holding.
MetLife Investment Management first reported a position in NewtekOne in Q1 2021 and has held it in 21 quarters since.
MetLife Investment Management's NewtekOne position peaked at $336K in Q2 2023.
146 funds tracked by Wall St. Rank held NewtekOne as of Q1 2026.

Based on MetLife Investment Management's 13F filing for Q1 2026, filed 14 May 2026.