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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
Q2 		$315 Hold
21
– – ﹤0.01% 1782
2026
Q1 		$233 Hold
21
– – ﹤0.01% 1599
2025
Q4 		$242 Buy
+21
New +$229 ﹤0.01% 1495

Other funds holding NEWT

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Transamerica Financial Advisors's NEWT Position: Q2 2026 in Review

Transamerica Financial Advisors held its NewtekOne (NEWT) position steady in Q2 2026 at 21 shares worth $315. The position accounts for ﹤0.01% of the portfolio, ranked #1782.

Transamerica Financial Advisors first reported a position in NEWT in Q4 2025 and has held it in 3 quarters since. 150 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

  • Transamerica Financial Advisors held 21 shares of NewtekOne worth $315 as of Q2 2026.
  • Transamerica Financial Advisors left its NewtekOne share count unchanged in Q2 2026.
  • NewtekOne made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1782 holding.
  • Transamerica Financial Advisors first reported a position in NewtekOne in Q4 2025 and has held it in 3 quarters since.
  • 150 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.