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Summit Securities Group’s NewtekOne NEWT Stock Holding History

Summit Securities Group’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
2021
Q3 		– Sell
-106
Closed -$370K – 828
2021
Q2 		$370K Buy
+106
New +$3.33K 0.03% 462

Other funds holding NEWT

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Summit Securities Group's NEWT Position: Q2 2026 in Review

Summit Securities Group opened a new position in NewtekOne (NEWT) in Q2 2026: 636 shares worth $9.42K. The stake represents ﹤0.01% of the portfolio and ranks #852 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in NEWT as recently as Q4 2023.

Summit Securities Group first reported a position in NEWT in Q1 2022 and has held it in 3 quarters since. The position peaked at $27K in Q4 2023. 150 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

  • Summit Securities Group held 636 shares of NewtekOne worth $9.42K as of Q2 2026.
  • NewtekOne was a new Summit Securities Group position in Q2 2026.
  • NewtekOne made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #852 holding.
  • Summit Securities Group first reported a position in NewtekOne in Q1 2022 and has held it in 3 quarters since.
  • Summit Securities Group's NewtekOne position peaked at $27K in Q4 2023.
  • 150 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.