Sequoia Financial Advisors’s NewtekOne NEWT Stock Holding History

Sequoia Financial 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	$193K	Buy	+13,047	New	+$172K	﹤0.01%	1995

Other funds holding NEWT

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Sequoia Financial Advisors's NEWT Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in NewtekOne (NEWT) in Q2 2026: 13,047 shares worth $193K. The stake represents ﹤0.01% of the portfolio and ranks #1995 among its holdings.

14 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

Sequoia Financial Advisors held 13,047 shares of NewtekOne worth $193K as of Q2 2026.
NewtekOne was a new Sequoia Financial Advisors position in Q2 2026.
NewtekOne made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1995 holding.
14 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.