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TD Private Client Wealth’s NewtekOne NEWT Stock Holding History

TD Private Client Wealth’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 		$142 Hold
13
– – ﹤0.01% 1608
2025
Q4 		$148 Buy
+13
New +$142 ﹤0.01% 1571

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

TD Private Client Wealth's NEWT Position: Q1 2026 in Review

TD Private Client Wealth held its NewtekOne (NEWT) position steady in Q1 2026 at 13 shares worth $142. The position accounts for ﹤0.01% of the portfolio, ranked #1608.

TD Private Client Wealth first reported a position in NEWT in Q4 2025 and has held it in 2 quarters since. The position peaked at $148 in Q4 2025. 146 funds tracked by Wall St. Rank hold NEWT as of Q1 2026.

  • TD Private Client Wealth held 13 shares of NewtekOne worth $142 as of Q1 2026.
  • TD Private Client Wealth left its NewtekOne share count unchanged in Q1 2026.
  • NewtekOne made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1608 holding.
  • TD Private Client Wealth first reported a position in NewtekOne in Q4 2025 and has held it in 2 quarters since.
  • TD Private Client Wealth's NewtekOne position peaked at $148 in Q4 2025.
  • 146 funds tracked by Wall St. Rank held NewtekOne as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.