True Wealth Design
NEWT icon

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
Q3 		$602 Sell
54
-39
-42% -$516 ﹤0.01% 2080
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

Ridgewood Investments
Ridgewood Investments Springfield, New Jersey $271M AUM
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

True Wealth Design's NEWT Position: Q3 2026 in Review

True Wealth Design reduced its NewtekOne (NEWT) stake by 42% in Q3 2026, selling an estimated $516 and leaving 54 shares worth $602. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

True Wealth Design first reported a position in NEWT in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.96K in Q3 2025. 15 funds tracked by Wall St. Rank hold NEWT as of Q3 2026.

  • True Wealth Design held 54 shares of NewtekOne worth $602 as of Q3 2026.
  • True Wealth Design sold 39 NewtekOne shares in Q3 2026, an estimated $516.
  • NewtekOne made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2080 holding.
  • True Wealth Design first reported a position in NewtekOne in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's NewtekOne position peaked at $1.96K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held NewtekOne as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.