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Wood Tarver Financial Group’s NewtekOne NEWT Stock Holding History

Wood Tarver Financial 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
Q3 		– Sell
-150
Closed -$1K – 456
2025
Q2 		$1K Sell
150
-81
-35% -$866 ﹤0.01% 556
2025
Q1 		$2.76K Hold
231
– – ﹤0.01% 505
2024
Q4 		$2K Buy
+231
New +$3.13K ﹤0.01% 509

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Wood Tarver Financial Group's NEWT Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of NewtekOne (NEWT) in Q3 2025, closing a stake of 150 shares — an estimated $1K sold.

Wood Tarver Financial Group first reported a position in NEWT in Q4 2024 and held it in 3 quarters. The position peaked at $2.76K in Q1 2025. 132 funds tracked by Wall St. Rank hold NEWT as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining NewtekOne position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 150 NewtekOne shares in Q3 2025, an estimated $1K.
  • Wood Tarver Financial Group first reported a position in NewtekOne in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's NewtekOne position peaked at $2.76K in Q1 2025.
  • 132 funds tracked by Wall St. Rank held NewtekOne as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.