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Rothschild Investment LLC’s NewtekOne NEWT Stock Holding History

Rothschild Investment LLC’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 		$5.08K Buy
343
+29
+9% +$383 ﹤0.01% 2253
2026
Q1 		$3.44K Buy
314
+48
+18% +$609 ﹤0.01% 2262
2025
Q4 		$3.02K Buy
266
+105
+65% +$1.15K ﹤0.01% 2160
2025
Q3 		$1.84K Buy
161
+41
+34% +$486 ﹤0.01% 2280
2025
Q2 		$1.35K Buy
120
+40
+50% +$428 ﹤0.01% 2301
2025
Q1 		$957 Buy
80
+10
+14% +$126 ﹤0.01% 2365
2024
Q4 		$894 Buy
70
+10
+17% +$136 ﹤0.01% 2277
2024
Q3 		$748 Buy
60
+30
+100% +$381 ﹤0.01% 2344
2024
Q2 		$377 Buy
+30
New +$369 ﹤0.01% 2183

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

Rothschild Investment LLC's NEWT Position: Q2 2026 in Review

Rothschild Investment LLC increased its NewtekOne (NEWT) stake by 9.2% in Q2 2026, buying an estimated $383 and bringing the position to 343 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #2253.

Rothschild Investment LLC first reported a position in NEWT in Q2 2024 and has held it in 9 quarters since. 150 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

  • Rothschild Investment LLC held 343 shares of NewtekOne worth $5.08K as of Q2 2026.
  • Rothschild Investment LLC bought 29 NewtekOne shares in Q2 2026, an estimated $383.
  • NewtekOne made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2253 holding.
  • Rothschild Investment LLC first reported a position in NewtekOne in Q2 2024 and has held it in 9 quarters since.
  • 150 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.