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 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 $6.73T AUM 46.02% 1-Year Est. Return

PFPGI

Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

PNC Financial Services Group's NEWT Position: Q2 2026 in Review

PNC Financial Services Group increased its NewtekOne (NEWT) stake by 90% in Q2 2026, buying an estimated $14.9K and bringing the position to 2,386 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3521.

PNC Financial Services Group first reported a position in NEWT in Q1 2020 and has held it in 8 quarters since. The position peaked at $976K in Q2 2021. 150 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

PNC Financial Services Group held 2,386 shares of NewtekOne worth $35.3K as of Q2 2026.
PNC Financial Services Group bought 1,132 NewtekOne shares in Q2 2026, an estimated $14.9K.
NewtekOne made up ﹤0.01% of PNC Financial Services Group's portfolio in Q2 2026, its #3521 holding.
PNC Financial Services Group first reported a position in NewtekOne in Q1 2020 and has held it in 8 quarters since.
PNC Financial Services Group's NewtekOne position peaked at $976K in Q2 2021.
150 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on PNC Financial Services Group's 13F filing for Q2 2026, filed 7 Aug 2026.