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Vision Financial Markets’s NewtekOne NEWT Stock Holding History

Vision Financial Markets’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
Q1 		$21.1K Buy
1,931
+21
+1% +$266 0.02% 175
2025
Q4 		$21.7K Buy
1,910
+21
+1% +$229 0.02% 166
2025
Q3 		$21.6K Buy
1,889
+19
+1% +$225 0.02% 187
2025
Q2 		$21.1K Buy
1,870
+23
+1% +$246 0.02% 181
2025
Q1 		$22.1K Buy
1,847
+18
+1% +$227 0.02% 161
2024
Q4 		$23.4K Buy
+1,829
New +$24.8K 0.03% 138

Other funds holding NEWT

PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Vision Financial Markets's NEWT Position: Q1 2026 in Review

Vision Financial Markets increased its NewtekOne (NEWT) stake by 1.1% in Q1 2026, buying an estimated $266 and bringing the position to 1,931 shares worth $21.1K. The position accounts for 0.02% of the portfolio, ranked #175.

Vision Financial Markets first reported a position in NEWT in Q4 2024 and has held it in 6 quarters since. The position peaked at $23.4K in Q4 2024. 146 funds tracked by Wall St. Rank hold NEWT as of Q1 2026.

  • Vision Financial Markets held 1,931 shares of NewtekOne worth $21.1K as of Q1 2026.
  • Vision Financial Markets bought 21 NewtekOne shares in Q1 2026, an estimated $266.
  • NewtekOne made up 0.02% of Vision Financial Markets's portfolio in Q1 2026, its #175 holding.
  • Vision Financial Markets first reported a position in NewtekOne in Q4 2024 and has held it in 6 quarters since.
  • Vision Financial Markets's NewtekOne position peaked at $23.4K in Q4 2024.
  • 146 funds tracked by Wall St. Rank held NewtekOne as of Q1 2026.

Based on Vision Financial Markets's 13F filing for Q1 2026, filed 24 Apr 2026.