Vanguard Group
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Vanguard Group’s NewtekOne NEWT Stock Holding History

Vanguard Group’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
Q4 		$17.2M Buy
1,516,091
+57,040
+4% +$622K ﹤0.01% 2686
2025
Q3 		$16.7M Buy
1,459,051
+26,966
+2% +$319K ﹤0.01% 2716
2025
Q2 		$16.2M Buy
1,432,085
+21,445
+2% +$229K ﹤0.01% 2652
2025
Q1 		$16.9M Buy
1,410,640
+27,319
+2% +$345K ﹤0.01% 2583
2024
Q4 		$17.7M Sell
1,383,321
-38,305
-3% -$520K ﹤0.01% 2642
2024
Q3 		$17.7M Buy
1,421,626
+33,863
+2% +$430K ﹤0.01% 2650
2024
Q2 		$17.4M Buy
1,387,763
+19,156
+1% +$236K ﹤0.01% 2641
2024
Q1 		$15.1M Buy
1,368,607
+17,505
+1% +$206K ﹤0.01% 2731
2023
Q4 		$18.6M Buy
1,351,102
+55,223
+4% +$772K ﹤0.01% 2626
2023
Q3 		$19.1M Sell
1,295,879
-76,643
-6% -$1.31M ﹤0.01% 2566
2023
Q2 		$21.8M Buy
+1,372,522
New +$18.1M ﹤0.01% 2550

Other funds holding NEWT

PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Vanguard Group's NEWT Position: Q4 2025 in Review

Vanguard Group increased its NewtekOne (NEWT) stake by 3.9% in Q4 2025, buying an estimated $622K and bringing the position to 1,516,091 shares worth $17.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2686.

Vanguard Group first reported a position in NEWT in Q2 2023 and has held it in 11 quarters since. The position peaked at $21.8M in Q2 2023. 133 funds tracked by Wall St. Rank hold NEWT as of Q4 2025.

  • Vanguard Group held 1,516,091 shares of NewtekOne worth $17.2M as of Q4 2025.
  • Vanguard Group bought 57,040 NewtekOne shares in Q4 2025, an estimated $622K.
  • NewtekOne made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #2686 holding.
  • Vanguard Group first reported a position in NewtekOne in Q2 2023 and has held it in 11 quarters since.
  • Vanguard Group's NewtekOne position peaked at $21.8M in Q2 2023.
  • 133 funds tracked by Wall St. Rank held NewtekOne as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.