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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
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

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

SignatureFD's NEWT Position: Q2 2026 in Review

SignatureFD held its NewtekOne (NEWT) position steady in Q2 2026 at 1,197 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2401.

SignatureFD first reported a position in NEWT in Q2 2021 and has held it in 12 quarters since. 150 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

  • SignatureFD held 1,197 shares of NewtekOne worth $17.7K as of Q2 2026.
  • SignatureFD left its NewtekOne share count unchanged in Q2 2026.
  • NewtekOne made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2401 holding.
  • SignatureFD first reported a position in NewtekOne in Q2 2021 and has held it in 12 quarters since.
  • 150 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.