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NEWT icon

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
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

PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return