Smartleaf Asset Management’s NewtekOne NEWT Stock Holding History

Smartleaf Asset Management’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	$303	Buy	+27	New	+$357	﹤0.01%	3431

Other funds holding NEWT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Patriot Financial Partners GP II Radnor, Pennsylvania $307M AUM 22.65% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Smartleaf Asset Management's NEWT Position: Q3 2026 in Review

Smartleaf Asset Management opened a new position in NewtekOne (NEWT) in Q3 2026: 27 shares worth $303. The stake represents ﹤0.01% of the portfolio and ranks #3431 among its holdings.

106 funds tracked by Wall St. Rank hold NEWT as of Q3 2026.

Smartleaf Asset Management held 27 shares of NewtekOne worth $303 as of Q3 2026.
NewtekOne was a new Smartleaf Asset Management position in Q3 2026.
NewtekOne made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #3431 holding.
106 funds tracked by Wall St. Rank held NewtekOne as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.