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Regal Investment Advisors’s NewtekOne NEWT Stock Holding History

Regal Investment Advisors’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 		$151K Hold
10,203
– – 0.01% 634
2026
Q1 		$112K Buy
+10,203
New +$129K 0.01% 646
2015
Q4 		– Sell
-200
Closed -$3K – 666
2015
Q3 		$3K Hold
200
– – ﹤0.01% 895
2015
Q2 		$3K Buy
+200
New +$3.52K ﹤0.01% 812

Other funds holding NEWT

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Regal Investment Advisors's NEWT Position: Q2 2026 in Review

Regal Investment Advisors held its NewtekOne (NEWT) position steady in Q2 2026 at 10,203 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #634.

Regal Investment Advisors first reported a position in NEWT in Q2 2015 and has held it in 4 quarters since. 150 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

  • Regal Investment Advisors held 10,203 shares of NewtekOne worth $151K as of Q2 2026.
  • Regal Investment Advisors left its NewtekOne share count unchanged in Q2 2026.
  • NewtekOne made up 0.01% of Regal Investment Advisors's portfolio in Q2 2026, its #634 holding.
  • Regal Investment Advisors first reported a position in NewtekOne in Q2 2015 and has held it in 4 quarters since.
  • 150 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.