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True Wealth Design’s NewtekOne NEWT Stock Holding History

True Wealth Design’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 		$1.38K Buy
93
+50
+116% +$660 ﹤0.01% 1861
2026
Q1 		$471 Buy
43
+2
+5% +$25 ﹤0.01% 2079
2025
Q4 		$466 Sell
41
-130
-76% -$1.42K ﹤0.01% 1967
2025
Q3 		$1.96K Buy
171
+102
+148% +$1.21K ﹤0.01% 1469
2025
Q2 		$779 Buy
69
+46
+200% +$492 ﹤0.01% 1569
2025
Q1 		$276 Buy
+23
New +$291 ﹤0.01% 1813

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

True Wealth Design's NEWT Position: Q2 2026 in Review

True Wealth Design increased its NewtekOne (NEWT) stake by 116% in Q2 2026, buying an estimated $660 and bringing the position to 93 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

True Wealth Design first reported a position in NEWT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.96K in Q3 2025. 150 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

  • True Wealth Design held 93 shares of NewtekOne worth $1.38K as of Q2 2026.
  • True Wealth Design bought 50 NewtekOne shares in Q2 2026, an estimated $660.
  • NewtekOne made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1861 holding.
  • True Wealth Design first reported a position in NewtekOne in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's NewtekOne position peaked at $1.96K in Q3 2025.
  • 150 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.