Trust Company of Vermont’s NewtekOne NEWT Stock Holding History

Trust Company of Vermont’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
2025 Q3	–	Sell	-2,605	Closed	-$29.4K	–	1149
2025 Q2	$29.4K	Buy	+2,605	New	+$27.8K	﹤0.01%	637

Other funds holding NEWT

PFPGI

Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Trust Company of Vermont's NEWT Position: Q3 2025 in Review

Trust Company of Vermont sold out of NewtekOne (NEWT) in Q3 2025, closing a stake of 2,605 shares — an estimated $29.4K sold.

Trust Company of Vermont first reported a position in NEWT in Q2 2025 and held it in 1 quarter. The position peaked at $29.4K in Q2 2025. 132 funds tracked by Wall St. Rank hold NEWT as of Q3 2025.

Trust Company of Vermont reported no remaining NewtekOne position as of Q3 2025 after selling out during the quarter.
Trust Company of Vermont sold 2,605 NewtekOne shares in Q3 2025, an estimated $29.4K.
Trust Company of Vermont first reported a position in NewtekOne in Q2 2025 and held it in 1 quarter.
Trust Company of Vermont's NewtekOne position peaked at $29.4K in Q2 2025.
132 funds tracked by Wall St. Rank held NewtekOne as of Q3 2025.

Based on Trust Company of Vermont's 13F filing for Q3 2025, filed 14 Oct 2025.