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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
Q2 		– Sell
-47
Closed -$515 – 2172
2026
Q1 		$515 Buy
+47
New +$596 ﹤0.01% 2852

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KAS
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SFA
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PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Root Financial Partners's NEWT Position: Q2 2026 in Review

Root Financial Partners sold out of NewtekOne (NEWT) in Q2 2026, closing a stake of 47 shares — an estimated $515 sold.

Root Financial Partners first reported a position in NEWT in Q1 2026 and held it in 1 quarter. The position peaked at $515 in Q1 2026. 29 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

  • Root Financial Partners reported no remaining NewtekOne position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 47 NewtekOne shares in Q2 2026, an estimated $515.
  • Root Financial Partners first reported a position in NewtekOne in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's NewtekOne position peaked at $515 in Q1 2026.
  • 29 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.