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Parallel Advisors’s NewtekOne NEWT Stock Holding History

Parallel Advisors’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 		$1.8K Buy
+164
New +$2.08K ﹤0.01% 3404
2025
Q2 		– Sell
-13
Closed -$155 – 3659
2025
Q1 		$155 Buy
+13
New +$164 ﹤0.01% 3413
2017
Q2 		– Sell
-3,640
Closed -$59K – 2171
2017
Q1 		$59K Buy
+3,640
New +$59K 0.01% 606

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

Parallel Advisors's NEWT Position: Q1 2026 in Review

Parallel Advisors opened a new position in NewtekOne (NEWT) in Q1 2026: 164 shares worth $1.8K. The stake represents ﹤0.01% of the portfolio and ranks #3404 among its holdings. This is a return to the name: Parallel Advisors previously reported a position in NEWT as recently as Q1 2025.

Parallel Advisors first reported a position in NEWT in Q1 2017 and has held it in 3 quarters since. The position peaked at $59K in Q1 2017. 146 funds tracked by Wall St. Rank hold NEWT as of Q1 2026.

  • Parallel Advisors held 164 shares of NewtekOne worth $1.8K as of Q1 2026.
  • NewtekOne was a new Parallel Advisors position in Q1 2026.
  • NewtekOne made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #3404 holding.
  • Parallel Advisors first reported a position in NewtekOne in Q1 2017 and has held it in 3 quarters since.
  • Parallel Advisors's NewtekOne position peaked at $59K in Q1 2017.
  • 146 funds tracked by Wall St. Rank held NewtekOne as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.