Nuveen’s NewtekOne NEWT Stock Holding History

Nuveen’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	$2.1M	Sell	141,896 -99,278	-41%	-$1.31M	﹤0.01%	2553
2026 Q1	$2.64M	Sell	241,174 -31,617	-12%	-$401K	﹤0.01%	2161
2025 Q4	$3.1M	Buy	272,791 +135,865	+99%	+$1.48M	﹤0.01%	2120
2025 Q3	$1.57M	Buy	136,926 +85,165	+165%	+$1.01M	﹤0.01%	2404
2025 Q2	$584K	Sell	51,761 -11,601	-18%	-$124K	﹤0.01%	2828
2025 Q1	$758K	Sell	63,362 -4,868	-7%	-$61.5K	﹤0.01%	2755
2024 Q4	$871K	Buy	68,230 +25,399	+59%	+$345K	﹤0.01%	2767
2024 Q3	$534K	Hold	42,831	–	–	﹤0.01%	2995
2024 Q2	$538K	Hold	42,831	–	–	﹤0.01%	2960
2024 Q1	$471K	Hold	42,831	–	–	﹤0.01%	2997
2023 Q4	$591K	Hold	42,831	–	–	﹤0.01%	2948
2023 Q3	$624K	Hold	42,831	–	–	﹤0.01%	2767
2023 Q2	$674K	Buy	+42,831	New	+$565K	﹤0.01%	2832

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

Nuveen's NEWT Position: Q2 2026 in Review

Nuveen reduced its NewtekOne (NEWT) stake by 41% in Q2 2026, selling an estimated $1.31M and leaving 141,896 shares worth $2.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2553.

Nuveen first reported a position in NEWT in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.1M in Q4 2025. 150 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

Nuveen held 141,896 shares of NewtekOne worth $2.1M as of Q2 2026.
Nuveen sold 99,278 NewtekOne shares in Q2 2026, an estimated $1.31M.
NewtekOne made up ﹤0.01% of Nuveen's portfolio in Q2 2026, its #2553 holding.
Nuveen first reported a position in NewtekOne in Q2 2023 and has held it in 13 quarters since.
Nuveen's NewtekOne position peaked at $3.1M in Q4 2025.
150 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.