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Transamerica Financial Advisors’s NewtekOne NEWT Stock Holding History

Transamerica Financial Advisors’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 		$233 Hold
21
– – ﹤0.01% 1599
2025
Q4 		$242 Buy
+21
New +$229 ﹤0.01% 1495

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VCM
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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

Transamerica Financial Advisors's NEWT Position: Q1 2026 in Review

Transamerica Financial Advisors held its NewtekOne (NEWT) position steady in Q1 2026 at 21 shares worth $233. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

Transamerica Financial Advisors first reported a position in NEWT in Q4 2025 and has held it in 2 quarters since. The position peaked at $242 in Q4 2025. 146 funds tracked by Wall St. Rank hold NEWT as of Q1 2026.

  • Transamerica Financial Advisors held 21 shares of NewtekOne worth $233 as of Q1 2026.
  • Transamerica Financial Advisors left its NewtekOne share count unchanged in Q1 2026.
  • NewtekOne made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #1599 holding.
  • Transamerica Financial Advisors first reported a position in NewtekOne in Q4 2025 and has held it in 2 quarters since.
  • Transamerica Financial Advisors's NewtekOne position peaked at $242 in Q4 2025.
  • 146 funds tracked by Wall St. Rank held NewtekOne as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.