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Principal Securities’s NewtekOne NEWT Stock Holding History

Principal Securities’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
Q4 		– Sell
-500
Closed -$5.72K – 2734
2025
Q3 		$5.72K Hold
500
– – ﹤0.01% 2915
2025
Q2 		$5.64K Buy
+500
New +$5.34K ﹤0.01% 2825

Other funds holding NEWT

PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Securities's NEWT Position: Q4 2025 in Review

Principal Securities sold out of NewtekOne (NEWT) in Q4 2025, closing a stake of 500 shares — an estimated $5.72K sold.

Principal Securities first reported a position in NEWT in Q2 2025 and held it in 2 quarters. The position peaked at $5.72K in Q3 2025. 133 funds tracked by Wall St. Rank hold NEWT as of Q4 2025.

  • Principal Securities reported no remaining NewtekOne position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 500 NewtekOne shares in Q4 2025, an estimated $5.72K.
  • Principal Securities first reported a position in NewtekOne in Q2 2025 and held it in 2 quarters.
  • Principal Securities's NewtekOne position peaked at $5.72K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held NewtekOne as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.