Root Financial Partners
NEWT icon

Root Financial Partners’s NewtekOne NEWT Stock Holding History

Root Financial Partners’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 		$1.24K Buy
+111
New +$1.47K ﹤0.01% 2863
2026
Q2 		– Sell
-47
Closed -$515 – 2172
2026
Q1 		$515 Buy
+47
New +$596 ﹤0.01% 2852

Other funds holding NEWT

Barrett & Company
Barrett & Company Providence, Rhode Island $366M AUM 15.99% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Ridgewood Investments
Ridgewood Investments Springfield, New Jersey $271M AUM
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Vision Financial Markets
Vision Financial Markets Stamford, Connecticut $131M AUM 8.71% 1-Year Est. Return

Root Financial Partners's NEWT Position: Q3 2026 in Review

Root Financial Partners opened a new position in NewtekOne (NEWT) in Q3 2026: 111 shares worth $1.24K. The stake represents ﹤0.01% of the portfolio and ranks #2863 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NEWT as recently as Q1 2026.

Root Financial Partners first reported a position in NEWT in Q1 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold NEWT as of Q3 2026.

  • Root Financial Partners held 111 shares of NewtekOne worth $1.24K as of Q3 2026.
  • NewtekOne was a new Root Financial Partners position in Q3 2026.
  • NewtekOne made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2863 holding.
  • Root Financial Partners first reported a position in NewtekOne in Q1 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held NewtekOne as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.