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 Q2	$44	Buy	+3	New	+$40	﹤0.01%	4591
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

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 Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Steward Partners Investment Advisory's NEWT Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in NewtekOne (NEWT) in Q2 2026: 3 shares worth $44. The stake represents ﹤0.01% of the portfolio and ranks #4591 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in NEWT as recently as Q4 2025.

Steward Partners Investment Advisory first reported a position in NEWT in Q2 2017 and has held it in 10 quarters since. The position peaked at $173K in Q2 2017. 150 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

Steward Partners Investment Advisory held 3 shares of NewtekOne worth $44 as of Q2 2026.
NewtekOne was a new Steward Partners Investment Advisory position in Q2 2026.
NewtekOne made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4591 holding.
Steward Partners Investment Advisory first reported a position in NewtekOne in Q2 2017 and has held it in 10 quarters since.
Steward Partners Investment Advisory's NewtekOne position peaked at $173K in Q2 2017.
150 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.