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Vermillion & White Wealth Management Group’s NewtekOne NEWT Stock Holding History

Vermillion & White Wealth Management 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 		– Sell
-150
Closed -$1.72K – 608
2025
Q3 		$1.72K Hold
150
– – ﹤0.01% 510
2025
Q2 		$1.69K Buy
+150
New +$1.6K ﹤0.01% 473

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Goldman Sachs
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Marshall Wace
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State Street
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NRCM
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vermillion & White Wealth Management Group's NEWT Position: Q4 2025 in Review

Vermillion & White Wealth Management Group sold out of NewtekOne (NEWT) in Q4 2025, closing a stake of 150 shares — an estimated $1.72K sold.

Vermillion & White Wealth Management Group first reported a position in NEWT in Q2 2025 and held it in 2 quarters. The position peaked at $1.72K in Q3 2025. 133 funds tracked by Wall St. Rank hold NEWT as of Q4 2025.

  • Vermillion & White Wealth Management Group reported no remaining NewtekOne position as of Q4 2025 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 150 NewtekOne shares in Q4 2025, an estimated $1.72K.
  • Vermillion & White Wealth Management Group first reported a position in NewtekOne in Q2 2025 and held it in 2 quarters.
  • Vermillion & White Wealth Management Group's NewtekOne position peaked at $1.72K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held NewtekOne as of Q4 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q4 2025, filed 18 Feb 2026.