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SJS Investment Consulting’s NewtekOne NEWT Stock Holding History

SJS Investment Consulting’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 		$267 Buy
18
+6
+50% +$79 ﹤0.01% 2418
2026
Q1 		$132 Buy
12
+1
+9% +$13 ﹤0.01% 2081
2025
Q4 		$125 Buy
+11
New +$120 ﹤0.01% 1922

Other funds holding NEWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $267M AUM
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return

SJS Investment Consulting's NEWT Position: Q2 2026 in Review

SJS Investment Consulting increased its NewtekOne (NEWT) stake by 50% in Q2 2026, buying an estimated $79 and bringing the position to 18 shares worth $267. The position accounts for ﹤0.01% of the portfolio, ranked #2418.

SJS Investment Consulting first reported a position in NEWT in Q4 2025 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

  • SJS Investment Consulting held 18 shares of NewtekOne worth $267 as of Q2 2026.
  • SJS Investment Consulting bought 6 NewtekOne shares in Q2 2026, an estimated $79.
  • NewtekOne made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #2418 holding.
  • SJS Investment Consulting first reported a position in NewtekOne in Q4 2025 and has held it in 3 quarters since.
  • 57 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.