Nisa Investment Advisors’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.6K | Hold |
840
| – | – | ﹤0.01% | 2405 |
|
|
2026
Q1 | $9.36K | Hold |
840
| – | – | ﹤0.01% | 2261 |
|
|
2025
Q4 | $9.54K | Buy |
840
+799
| +1,949% | +$8.71K | ﹤0.01% | 2246 |
|
|
2025
Q3 | $469 | Buy |
41
+25
| +156% | +$296 | ﹤0.01% | 2865 |
|
|
2025
Q2 | $180 | Sell |
16
-27
| -63% | -$289 | ﹤0.01% | 3008 |
|
|
2025
Q1 | $514 | Sell |
43
-4,273
| -99% | -$54K | ﹤0.01% | 2787 |
|
|
2024
Q4 | $55.9K | Buy |
4,316
+2,500
| +138% | +$33.9K | ﹤0.01% | 1654 |
|
|
2024
Q3 | $22.6K | Buy |
1,816
+300
| +20% | +$3.81K | ﹤0.01% | 1874 |
|
|
2024
Q2 | $19.1K | Buy |
1,516
+16
| +1% | +$197 | ﹤0.01% | 1960 |
|
|
2024
Q1 | $16.8K | Hold |
1,500
| – | – | ﹤0.01% | 1946 |
|
|
2023
Q4 | $20.7K | Sell |
1,500
-2,410
| -62% | -$33.7K | ﹤0.01% | 1871 |
|
|
2023
Q3 | $57.7K | Hold |
3,910
| – | – | ﹤0.01% | 1681 |
|
|
2023
Q2 | $62.2K | Buy |
3,910
+2,410
| +161% | +$31.8K | ﹤0.01% | 1675 |
|
|
2023
Q1 | $19K | Hold |
1,500
| – | – | ﹤0.01% | 2026 |
|
|
2022
Q4 | $24K | Hold |
1,500
| – | – | ﹤0.01% | 2013 |
|
|
2022
Q3 | $24K | Hold |
1,500
| – | – | ﹤0.01% | 2010 |
|
|
2022
Q2 | $28K | Hold |
1,500
| – | – | ﹤0.01% | 1939 |
|
|
2022
Q1 | $40K | Hold |
1,500
| – | – | ﹤0.01% | 1903 |
|
|
2021
Q4 | $40K | Hold |
1,500
| – | – | ﹤0.01% | 1788 |
|
|
2021
Q3 | $42K | Hold |
1,500
| – | – | ﹤0.01% | 1973 |
|
|
2021
Q2 | $52K | Hold |
1,500
| – | – | ﹤0.01% | 1929 |
|
|
2021
Q1 | $40K | Hold |
1,500
| – | – | ﹤0.01% | 2029 |
|
|
2020
Q4 | $30K | Hold |
1,500
| – | – | ﹤0.01% | 2070 |
|
|
2020
Q3 | $28K | Hold |
1,500
| – | – | ﹤0.01% | 2007 |
|
|
2020
Q2 | $27K | Hold |
1,500
| – | – | ﹤0.01% | 1713 |
|
|
2020
Q1 | $20K | Hold |
1,500
| – | – | ﹤0.01% | 1710 |
|
|
2019
Q4 | $34K | Hold |
1,500
| – | – | ﹤0.01% | 1598 |
|
|
2019
Q3 | $34K | Hold |
1,500
| – | – | ﹤0.01% | 1578 |
|
|
2019
Q2 | $35K | Sell |
1,500
-2,400
| -62% | -$52.4K | ﹤0.01% | 1547 |
|
|
2019
Q1 | $77K | Hold |
3,900
| – | – | ﹤0.01% | 1474 |
|
|
2018
Q4 | $68K | Hold |
3,900
| – | – | ﹤0.01% | 1424 |
|
|
2018
Q3 | $82K | Sell |
3,900
-100
| -3% | -$2.19K | ﹤0.01% | 1420 |
|
|
2018
Q2 | $80K | Hold |
4,000
| – | – | ﹤0.01% | 1393 |
|
|
2018
Q1 | $68K | Hold |
4,000
| – | – | ﹤0.01% | 1395 |
|
|
2017
Q4 | $74K | Hold |
4,000
| – | – | ﹤0.01% | 1419 |
|
|
2017
Q3 | $71K | Hold |
4,000
| – | – | ﹤0.01% | 1417 |
|
|
2017
Q2 | $68K | Hold |
4,000
| – | – | ﹤0.01% | 1387 |
|
|
2017
Q1 | $68K | Hold |
4,000
| – | – | ﹤0.01% | 1407 |
|
|
2016
Q4 | $64K | Buy |
+4,000
| New | +$59.9K | ﹤0.01% | 1403 |
|
Other funds holding NEWT
PFPGI
RA
Nisa Investment Advisors's NEWT Position: Q2 2026 in Review
Nisa Investment Advisors held its NewtekOne (NEWT) position steady in Q2 2026 at 840 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2405.
Nisa Investment Advisors first reported a position in NEWT in Q4 2016 and has held it in 39 quarters since. The position peaked at $82K in Q3 2018. 150 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.
- Nisa Investment Advisors held 840 shares of NewtekOne worth $12.6K as of Q2 2026.
- Nisa Investment Advisors left its NewtekOne share count unchanged in Q2 2026.
- NewtekOne made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2405 holding.
- Nisa Investment Advisors first reported a position in NewtekOne in Q4 2016 and has held it in 39 quarters since.
- Nisa Investment Advisors's NewtekOne position peaked at $82K in Q3 2018.
- 150 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.
Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.