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PFPGI
Patriot Financial Partners GP II’s
NewtekOne
NEWT
Stock Holding History
Patriot Financial Partners GP II’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
$25.3M
Hold
2,307,692
–
–
6.51%
9
2025
Q4
$26.2M
Hold
2,307,692
–
–
8.17%
7
2025
Q3
$26.4M
Buy
+2,307,692
New
+$27.3M
8.36%
7
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1-Year Est. Return
Geode Capital Management
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$1.61T AUM
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1-Year Est. Return
Marshall Wace
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1-Year Est. Return
AQR Capital Management
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$218B AUM
29.41%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
RA
Royce & Associates
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$10.1B AUM
42.88%
1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
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$43.4B AUM
51.29%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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