New York State Common Retirement Fund’s NewtekOne NEWT Stock Holding History

New York State Common Retirement Fund’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	$114K	Buy	7,697 +7,200	+1,449%	+$95K	﹤0.01%	2614
2026 Q1	$5.44K	Sell	497 -7,100	-93%	-$90.1K	﹤0.01%	3109
2025 Q4	$86.2K	Hold	7,597	–	–	﹤0.01%	2674
2025 Q3	$87K	Hold	7,597	–	–	﹤0.01%	2688
2025 Q2	$85.7K	Hold	7,597	–	–	﹤0.01%	2768
2025 Q1	$90.9K	Hold	7,597	–	–	﹤0.01%	2560
2024 Q4	$97K	Hold	7,597	–	–	﹤0.01%	2604
2024 Q3	$94.7K	Sell	7,597 -2,100	-22%	-$26.6K	﹤0.01%	2608
2024 Q2	$122K	Sell	9,697 -668	-6%	-$8.23K	﹤0.01%	2652
2024 Q1	$114K	Buy	10,365 +657	+7%	+$7.74K	﹤0.01%	2686
2023 Q4	$134K	Buy	9,708 +15	+0.2%	+$210	﹤0.01%	2612
2023 Q3	$143K	Buy	9,693 +193	+2%	+$3.31K	﹤0.01%	2568
2023 Q2	$151K	Buy	+9,500	New	+$125K	﹤0.01%	2622

Other funds holding NEWT

Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $267M AUM

FFA

Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

New York State Common Retirement Fund's NEWT Position: Q2 2026 in Review

New York State Common Retirement Fund increased its NewtekOne (NEWT) stake by 1,449% in Q2 2026, buying an estimated $95K and bringing the position to 7,697 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #2614.

New York State Common Retirement Fund first reported a position in NEWT in Q2 2023 and has held it in 13 quarters since. The position peaked at $151K in Q2 2023. 36 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

New York State Common Retirement Fund held 7,697 shares of NewtekOne worth $114K as of Q2 2026.
New York State Common Retirement Fund bought 7,200 NewtekOne shares in Q2 2026, an estimated $95K.
NewtekOne made up ﹤0.01% of New York State Common Retirement Fund's portfolio in Q2 2026, its #2614 holding.
New York State Common Retirement Fund first reported a position in NewtekOne in Q2 2023 and has held it in 13 quarters since.
New York State Common Retirement Fund's NewtekOne position peaked at $151K in Q2 2023.
36 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on New York State Common Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.