Russell Investments Group
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Russell Investments Group’s NewtekOne NEWT Stock Holding History

Russell Investments Group’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 		$282K Buy
19,071
+11,771
+161% +$155K ﹤0.01% 3045
2026
Q1 		$79.9K Sell
7,300
-18,420
-72% -$234K ﹤0.01% 3156
2025
Q4 		$292K Sell
25,720
-22,507
-47% -$246K ﹤0.01% 2695
2025
Q3 		$552K Buy
48,227
+15,561
+48% +$184K ﹤0.01% 2441
2025
Q2 		$368K Sell
32,666
-15,766
-33% -$169K ﹤0.01% 2457
2025
Q1 		$579K Buy
48,432
+6,053
+14% +$76.5K ﹤0.01% 2251
2024
Q4 		$541K Buy
42,379
+199
+0.5% +$2.7K ﹤0.01% 2251
2024
Q3 		$526K Sell
42,180
-162,173
-79% -$2.06M ﹤0.01% 2261
2024
Q2 		$2.57M Buy
204,353
+157,471
+336% +$1.94M ﹤0.01% 1514
2024
Q1 		$516K Sell
46,882
-79,044
-63% -$931K ﹤0.01% 2196
2023
Q4 		$1.74M Sell
125,926
-25,805
-17% -$361K ﹤0.01% 1694
2023
Q3 		$2.24M Buy
+151,731
New +$2.6M ﹤0.01% 1479
2021
Q1 		– Sell
-8,250
Closed -$162K – 3168
2020
Q4 		$162K Buy
+8,250
New +$149K ﹤0.01% 2799
2020
Q1 		– Sell
-5,600
Closed -$126K – 3102
2019
Q4 		$126K Buy
+5,600
New +$126K ﹤0.01% 2833

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

Russell Investments Group's NEWT Position: Q2 2026 in Review

Russell Investments Group increased its NewtekOne (NEWT) stake by 161% in Q2 2026, buying an estimated $155K and bringing the position to 19,071 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #3045.

Russell Investments Group first reported a position in NEWT in Q4 2019 and has held it in 14 quarters since. The position peaked at $2.57M in Q2 2024. 150 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

  • Russell Investments Group held 19,071 shares of NewtekOne worth $282K as of Q2 2026.
  • Russell Investments Group bought 11,771 NewtekOne shares in Q2 2026, an estimated $155K.
  • NewtekOne made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #3045 holding.
  • Russell Investments Group first reported a position in NewtekOne in Q4 2019 and has held it in 14 quarters since.
  • Russell Investments Group's NewtekOne position peaked at $2.57M in Q2 2024.
  • 150 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.