Susquehanna Fundamental Investments’s NewtekOne NEWT Stock Holding History

Susquehanna Fundamental Investments’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	$324K	Buy	+29,607	New	+$376K	0.01%	406
2021 Q4	–	Sell	-7,366	Closed	-$204K	–	1661
2021 Q3	$204K	Buy	+7,366	New	+$224K	﹤0.01%	1533
2018 Q2	–	Sell	-31,441	Closed	-$568K	–	449
2018 Q1	$568K	Buy	+31,441	New	+$557K	0.07%	321

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

Susquehanna Fundamental Investments's NEWT Position: Q1 2026 in Review

Susquehanna Fundamental Investments opened a new position in NewtekOne (NEWT) in Q1 2026: 29,607 shares worth $324K. The stake represents 0.01% of the portfolio and ranks #406 among its holdings. This is a return to the name: Susquehanna Fundamental Investments previously reported a position in NEWT as recently as Q3 2021.

Susquehanna Fundamental Investments first reported a position in NEWT in Q1 2018 and has held it in 3 quarters since. The position peaked at $568K in Q1 2018. 146 funds tracked by Wall St. Rank hold NEWT as of Q1 2026.

Susquehanna Fundamental Investments held 29,607 shares of NewtekOne worth $324K as of Q1 2026.
NewtekOne was a new Susquehanna Fundamental Investments position in Q1 2026.
NewtekOne made up 0.01% of Susquehanna Fundamental Investments's portfolio in Q1 2026, its #406 holding.
Susquehanna Fundamental Investments first reported a position in NewtekOne in Q1 2018 and has held it in 3 quarters since.
Susquehanna Fundamental Investments's NewtekOne position peaked at $568K in Q1 2018.
146 funds tracked by Wall St. Rank held NewtekOne as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.