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Synergy Investment Management’s NewtekOne NEWT Stock Holding History

Synergy Investment 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 		$1.26K Buy
+115
New +$1.46K ﹤0.01% 746

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

Synergy Investment Management's NEWT Position: Q1 2026 in Review

Synergy Investment Management opened a new position in NewtekOne (NEWT) in Q1 2026: 115 shares worth $1.26K. The stake represents ﹤0.01% of the portfolio and ranks #746 among its holdings.

146 funds tracked by Wall St. Rank hold NEWT as of Q1 2026.

  • Synergy Investment Management held 115 shares of NewtekOne worth $1.26K as of Q1 2026.
  • NewtekOne was a new Synergy Investment Management position in Q1 2026.
  • NewtekOne made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #746 holding.
  • 146 funds tracked by Wall St. Rank held NewtekOne as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.