TopTier Wealth Management’s NewtekOne NEWT Stock Holding History

TopTier Wealth 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 Q2	–	Sell	-28	Closed	-$307	–	519
2026 Q1	$307	Buy	+28	New	+$355	﹤0.01%	691

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

TopTier Wealth Management's NEWT Position: Q2 2026 in Review

TopTier Wealth Management sold out of NewtekOne (NEWT) in Q2 2026, closing a stake of 28 shares — an estimated $307 sold.

TopTier Wealth Management first reported a position in NEWT in Q1 2026 and held it in 1 quarter. The position peaked at $307 in Q1 2026. 150 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

TopTier Wealth Management reported no remaining NewtekOne position as of Q2 2026 after selling out during the quarter.
TopTier Wealth Management sold 28 NewtekOne shares in Q2 2026, an estimated $307.
TopTier Wealth Management first reported a position in NewtekOne in Q1 2026 and held it in 1 quarter.
TopTier Wealth Management's NewtekOne position peaked at $307 in Q1 2026.
150 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.