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Newbridge Financial Services Group’s NewtekOne NEWT Stock Holding History

Newbridge Financial Services Group’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
2025
Q4 		– Sell
-1,000
Closed -$11.4K – 1355
2025
Q3 		$11.4K Hold
1,000
– – ﹤0.01% 871
2025
Q2 		$11.3K Buy
+1,000
New +$10.7K ﹤0.01% 856

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Goldman Sachs
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Marshall Wace
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Newbridge Financial Services Group's NEWT Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of NewtekOne (NEWT) in Q4 2025, closing a stake of 1,000 shares — an estimated $11.4K sold.

Newbridge Financial Services Group first reported a position in NEWT in Q2 2025 and held it in 2 quarters. The position peaked at $11.4K in Q3 2025. 133 funds tracked by Wall St. Rank hold NEWT as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining NewtekOne position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,000 NewtekOne shares in Q4 2025, an estimated $11.4K.
  • Newbridge Financial Services Group first reported a position in NewtekOne in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's NewtekOne position peaked at $11.4K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held NewtekOne as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.