Michael Gelband’s NewtekOne NEWT Stock Holding History

Michael Gelband’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	–	Sell	-42,353	Closed	-$464K	–	1901
2026 Q1	$464K	Buy	+42,353	New	+$537K	﹤0.01%	1210
2025 Q4	–	Sell	-45,527	Closed	-$521K	–	1888
2025 Q3	$521K	Buy	45,527 +20,214	+80%	+$239K	0.01%	1170
2025 Q2	$286K	Buy	25,313 +15,243	+151%	+$163K	﹤0.01%	1250
2025 Q1	$120K	Buy	+10,070	New	+$127K	﹤0.01%	1333
2024 Q4	–	Sell	-97,972	Closed	-$1.22M	–	1872
2024 Q3	$1.22M	Buy	97,972 +69,665	+246%	+$884K	0.01%	913
2024 Q2	$356K	Buy	28,307 +8,746	+45%	+$108K	﹤0.01%	1289
2024 Q1	$215K	Buy	+19,561	New	+$230K	﹤0.01%	1333
2023 Q2	–	Sell	-11,096	Closed	-$142K	–	2122
2023 Q1	$142K	Buy	+11,096	New	+$183K	﹤0.01%	1606
2020 Q2	–	Sell	-13,742	Closed	-$182K	–	1936
2020 Q1	$182K	Buy	+13,742	New	+$261K	0.01%	813

Other funds holding NEWT

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 Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Michael Gelband's NEWT Position: Q2 2026 in Review

Michael Gelband sold out of NewtekOne (NEWT) in Q2 2026, closing a stake of 42,353 shares — an estimated $464K sold.

Michael Gelband first reported a position in NEWT in Q1 2020 and held it in 9 quarters. The position peaked at $1.22M in Q3 2024. 149 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

Michael Gelband reported no remaining NewtekOne position as of Q2 2026 after selling out during the quarter.
Michael Gelband sold 42,353 NewtekOne shares in Q2 2026, an estimated $464K.
Michael Gelband first reported a position in NewtekOne in Q1 2020 and held it in 9 quarters.
Michael Gelband's NewtekOne position peaked at $1.22M in Q3 2024.
149 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.