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 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

PFPGI

Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

PNC Financial Services Group's NEWT Position: Q1 2026 in Review

PNC Financial Services Group reduced its NewtekOne (NEWT) stake by 35% in Q1 2026, selling an estimated $8.65K and leaving 1,254 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3844.

PNC Financial Services Group first reported a position in NEWT in Q1 2020 and has held it in 7 quarters since. The position peaked at $976K in Q2 2021. 146 funds tracked by Wall St. Rank hold NEWT as of Q1 2026.

PNC Financial Services Group held 1,254 shares of NewtekOne worth $13.7K as of Q1 2026.
PNC Financial Services Group sold 682 NewtekOne shares in Q1 2026, an estimated $8.65K.
NewtekOne made up ﹤0.01% of PNC Financial Services Group's portfolio in Q1 2026, its #3844 holding.
PNC Financial Services Group first reported a position in NewtekOne in Q1 2020 and has held it in 7 quarters since.
PNC Financial Services Group's NewtekOne position peaked at $976K in Q2 2021.
146 funds tracked by Wall St. Rank held NewtekOne as of Q1 2026.

Based on PNC Financial Services Group's 13F filing for Q1 2026, filed 8 May 2026.