North Star Investment Management’s NewtekOne NEWT Stock Holding History

North Star 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 Q2	$1.39M	Buy	+94,000	New	+$1.24M	0.08%	237

Other funds holding NEWT

Barrett & Company Providence, Rhode Island $357M AUM 22.45% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

North Star Investment Management's NEWT Position: Q2 2026 in Review

North Star Investment Management opened a new position in NewtekOne (NEWT) in Q2 2026: 94,000 shares worth $1.39M. The stake represents 0.08% of the portfolio and ranks #237 among its holdings.

29 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

North Star Investment Management held 94,000 shares of NewtekOne worth $1.39M as of Q2 2026.
NewtekOne was a new North Star Investment Management position in Q2 2026.
NewtekOne made up 0.08% of North Star Investment Management's portfolio in Q2 2026, its #237 holding.
29 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.