Steward Partners Investment Advisory’s NewtekOne NEWT Stock Holding History

Steward Partners Investment Advisory’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	–	Sell	-12	Closed	-$136	–	4522
2025 Q4	$136	Buy	+12	New	+$131	﹤0.01%	4213
2024 Q3	–	Sell	-200	Closed	-$2.51K	–	3819
2024 Q2	$2.51K	Sell	200 -100	-33%	-$1.23K	﹤0.01%	3239
2024 Q1	$3.3K	Sell	300 -150	-33%	-$1.77K	﹤0.01%	3164
2023 Q4	$6.21K	Buy	450 +50	+13%	+$699	﹤0.01%	2884
2023 Q3	$5.9K	Buy	+400	New	+$6.85K	﹤0.01%	2778
2021 Q4	–	Sell	-18	Closed	–	–	3271
2021 Q3	$0	Buy	18 +1	+6%	+$30	﹤0.01%	3271
2021 Q2	$1K	Sell	17 -1,158	-99%	-$36.4K	﹤0.01%	6976
2021 Q1	$31.4K	Buy	+1,175	New	+$26.8K	﹤0.01%	2237
2017 Q3	–	Sell	-10,662	Closed	-$173K	–	1727
2017 Q2	$173K	Buy	+10,662	New	+$178K	0.02%	425

Other funds holding NEWT

PFPGI

Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Steward Partners Investment Advisory's NEWT Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of NewtekOne (NEWT) in Q1 2026, closing a stake of 12 shares — an estimated $136 sold.

Steward Partners Investment Advisory first reported a position in NEWT in Q2 2017 and held it in 9 quarters. The position peaked at $173K in Q2 2017. 146 funds tracked by Wall St. Rank hold NEWT as of Q1 2026.

Steward Partners Investment Advisory reported no remaining NewtekOne position as of Q1 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 12 NewtekOne shares in Q1 2026, an estimated $136.
Steward Partners Investment Advisory first reported a position in NewtekOne in Q2 2017 and held it in 9 quarters.
Steward Partners Investment Advisory's NewtekOne position peaked at $173K in Q2 2017.
146 funds tracked by Wall St. Rank held NewtekOne as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.