SignatureFD
NEWT icon

SignatureFD’s NewtekOne NEWT Stock Holding History

SignatureFD’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 		$14K Buy
1,257
+60
+5% +$793 ﹤0.01% 2577
2026
Q2 		$17.7K Hold
1,197
– – ﹤0.01% 2401
2026
Q1 		$13.1K Buy
1,197
+65
+6% +$825 ﹤0.01% 2390
2025
Q4 		$12.8K Buy
1,132
+1,115
+6,559% +$12.2K ﹤0.01% 2313
2025
Q3 		$195 Buy
+17
New +$201 ﹤0.01% 3281
2025
Q2 		– Sell
-143
Closed -$1.71K – 3372
2025
Q1 		$1.71K Sell
143
-323
-69% -$4.08K ﹤0.01% 2919
2024
Q4 		$5.95K Buy
+466
New +$6.32K ﹤0.01% 2543
2022
Q4 		– Sell
-150
Closed -$2K – 3371
2022
Q3 		$2K Hold
150
– – ﹤0.01% 2814
2022
Q2 		$3K Sell
150
-87
-37% -$2.09K ﹤0.01% 2637
2022
Q1 		$6K Hold
237
– – ﹤0.01% 2416
2021
Q4 		$7K Hold
237
– – ﹤0.01% 2275
2021
Q3 		$7K Hold
237
– – ﹤0.01% 2242
2021
Q2 		$8K Buy
+237
New +$7.44K ﹤0.01% 2094

Other funds holding NEWT

Barrett & Company
Barrett & Company Providence, Rhode Island $366M AUM 15.99% 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
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
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

SignatureFD's NEWT Position: Q3 2026 in Review

SignatureFD increased its NewtekOne (NEWT) stake by 5% in Q3 2026, buying an estimated $793 and bringing the position to 1,257 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #2577.

SignatureFD first reported a position in NEWT in Q2 2021 and has held it in 13 quarters since. The position peaked at $17.7K in Q2 2026. 19 funds tracked by Wall St. Rank hold NEWT as of Q3 2026.

  • SignatureFD held 1,257 shares of NewtekOne worth $14K as of Q3 2026.
  • SignatureFD bought 60 NewtekOne shares in Q3 2026, an estimated $793.
  • NewtekOne made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #2577 holding.
  • SignatureFD first reported a position in NewtekOne in Q2 2021 and has held it in 13 quarters since.
  • SignatureFD's NewtekOne position peaked at $17.7K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held NewtekOne as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.