Vanguard Global Advisers’s NewtekOne NEWT Stock Holding History

Vanguard Global Advisers’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	$596K	Hold	40,244	–	–	﹤0.01%	2025
2026 Q1	$441K	Buy	+40,244	New	+$511K	﹤0.01%	2105

Other funds holding NEWT

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 Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Vanguard Global Advisers's NEWT Position: Q2 2026 in Review

Vanguard Global Advisers held its NewtekOne (NEWT) position steady in Q2 2026 at 40,244 shares worth $596K. The position accounts for ﹤0.01% of the portfolio, ranked #2025.

Vanguard Global Advisers first reported a position in NEWT in Q1 2026 and has held it in 2 quarters since. 149 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

Vanguard Global Advisers held 40,244 shares of NewtekOne worth $596K as of Q2 2026.
Vanguard Global Advisers left its NewtekOne share count unchanged in Q2 2026.
NewtekOne made up ﹤0.01% of Vanguard Global Advisers's portfolio in Q2 2026, its #2025 holding.
Vanguard Global Advisers first reported a position in NewtekOne in Q1 2026 and has held it in 2 quarters since.
149 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

Based on Vanguard Global Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.