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Sterling Capital Management’s NewtekOne NEWT Stock Holding History

Sterling Capital 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
Q1 		$8.92K Sell
815
-476
-37% -$6.04K ﹤0.01% 2437
2025
Q4 		$14.7K Sell
1,291
-420
-25% -$4.58K ﹤0.01% 2400
2025
Q3 		$19.6K Buy
1,711
+1,047
+158% +$12.4K ﹤0.01% 2158
2025
Q2 		$7.49K Buy
664
+237
+56% +$2.53K ﹤0.01% 2297
2025
Q1 		$5.11K Sell
427
-318
-43% -$4.02K ﹤0.01% 2157
2024
Q4 		$9.51K Buy
745
+671
+907% +$9.1K ﹤0.01% 2179
2024
Q3 		$922 Buy
+74
New +$939 ﹤0.01% 2577

Other funds holding NEWT

PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Sterling Capital Management's NEWT Position: Q1 2026 in Review

Sterling Capital Management reduced its NewtekOne (NEWT) stake by 37% in Q1 2026, selling an estimated $6.04K and leaving 815 shares worth $8.92K. The position accounts for ﹤0.01% of the portfolio, ranked #2437.

Sterling Capital Management first reported a position in NEWT in Q3 2024 and has held it in 7 quarters since. The position peaked at $19.6K in Q3 2025. 146 funds tracked by Wall St. Rank hold NEWT as of Q1 2026.

  • Sterling Capital Management held 815 shares of NewtekOne worth $8.92K as of Q1 2026.
  • Sterling Capital Management sold 476 NewtekOne shares in Q1 2026, an estimated $6.04K.
  • NewtekOne made up ﹤0.01% of Sterling Capital Management's portfolio in Q1 2026, its #2437 holding.
  • Sterling Capital Management first reported a position in NewtekOne in Q3 2024 and has held it in 7 quarters since.
  • Sterling Capital Management's NewtekOne position peaked at $19.6K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held NewtekOne as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.