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Parkside Financial Bank & Trust’s NewtekOne NEWT Stock Holding History

Parkside Financial Bank & Trust’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
2025
Q2 		– Sell
-40
Closed -$478 – 2913
2025
Q1 		$478 Buy
+40
New +$505 ﹤0.01% 2427

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SBH
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Parkside Financial Bank & Trust's NEWT Position: Q2 2025 in Review

Parkside Financial Bank & Trust sold out of NewtekOne (NEWT) in Q2 2025, closing a stake of 40 shares — an estimated $478 sold.

Parkside Financial Bank & Trust first reported a position in NEWT in Q1 2025 and held it in 1 quarter. The position peaked at $478 in Q1 2025. 123 funds tracked by Wall St. Rank hold NEWT as of Q2 2025.

  • Parkside Financial Bank & Trust reported no remaining NewtekOne position as of Q2 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 40 NewtekOne shares in Q2 2025, an estimated $478.
  • Parkside Financial Bank & Trust first reported a position in NewtekOne in Q1 2025 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's NewtekOne position peaked at $478 in Q1 2025.
  • 123 funds tracked by Wall St. Rank held NewtekOne as of Q2 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2025, filed 7 Aug 2025.