Vanguard Portfolio Management
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Vanguard Portfolio Management’s NewtekOne NEWT Stock Holding History

Vanguard Portfolio Management’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 		$3.08M Buy
207,794
+29,228
+16% +$386K ﹤0.01% 2594
2026
Q1 		$1.96M Buy
+178,566
New +$2.27M ﹤0.01% 2607

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

Vanguard Portfolio Management's NEWT Position: Q2 2026 in Review

Vanguard Portfolio Management increased its NewtekOne (NEWT) stake by 16% in Q2 2026, buying an estimated $386K and bringing the position to 207,794 shares worth $3.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2594.

Vanguard Portfolio Management 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 Portfolio Management held 207,794 shares of NewtekOne worth $3.08M as of Q2 2026.
  • Vanguard Portfolio Management bought 29,228 NewtekOne shares in Q2 2026, an estimated $386K.
  • NewtekOne made up ﹤0.01% of Vanguard Portfolio Management's portfolio in Q2 2026, its #2594 holding.
  • Vanguard Portfolio Management 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 Portfolio Management's 13F filing for Q2 2026, filed 13 Aug 2026.