PNC Financial Services Group’s NewtekOne NEWT Stock Holding History

PNC Financial Services Group’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 Q3	$9.7K	Sell	875 -1,511	-63%	-$20K	﹤0.01%	4196
2026 Q2	$35.3K	Buy	2,386 +1,132	+90%	+$14.9K	﹤0.01%	3521
2026 Q1	$13.7K	Sell	1,254 -682	-35%	-$8.65K	﹤0.01%	3844
2025 Q4	$22K	Buy	1,936 +1,919	+11,288%	+$20.9K	﹤0.01%	3617
2025 Q3	$195	Buy	+17	New	+$201	﹤0.01%	4945
2021 Q4	–	Sell	-28,526	Closed	-$792K	–	4560
2021 Q3	$792K	Buy	28,526 +588	+2%	+$17.9K	﹤0.01%	1330
2021 Q2	$976K	Buy	27,938 +538	+2%	+$16.9K	﹤0.01%	1202
2021 Q1	$732K	Buy	+27,400	New	+$626K	﹤0.01%	1329
2020 Q2	–	Sell	-1,365	Closed	-$18K	–	4001
2020 Q1	$18K	Buy	+1,365	New	+$26K	﹤0.01%	3176

Other funds holding NEWT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Patriot Financial Partners GP II Radnor, Pennsylvania $307M AUM 22.65% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

PNC Financial Services Group's NEWT Position: Q3 2026 in Review

PNC Financial Services Group reduced its NewtekOne (NEWT) stake by 63% in Q3 2026, selling an estimated $20K and leaving 875 shares worth $9.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4196.

PNC Financial Services Group first reported a position in NEWT in Q1 2020 and has held it in 9 quarters since. The position peaked at $976K in Q2 2021. 106 funds tracked by Wall St. Rank hold NEWT as of Q3 2026.

PNC Financial Services Group held 875 shares of NewtekOne worth $9.7K as of Q3 2026.
PNC Financial Services Group sold 1,511 NewtekOne shares in Q3 2026, an estimated $20K.
NewtekOne made up ﹤0.01% of PNC Financial Services Group's portfolio in Q3 2026, its #4196 holding.
PNC Financial Services Group first reported a position in NewtekOne in Q1 2020 and has held it in 9 quarters since.
PNC Financial Services Group's NewtekOne position peaked at $976K in Q2 2021.
106 funds tracked by Wall St. Rank held NewtekOne as of Q3 2026.

Based on PNC Financial Services Group's 13F filing for Q3 2026, filed 6 Nov 2026.