As of 31 Dec 2025, 2 institutional investors reported holding 595,242 shares of NewtekOne, Inc. - Preferred (NEWTZ).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 595,242 | $14,994,145 | +$14,992,861 | $25.18 | 2 |
| 2025 Q3 | 51 | $1,279 | $25.08 | 1 | |
| 2025 Q2 | 51 | $1,000 | +$1,000 | $19.61 | 1 |
| 2022 Q4 | 600 | $15,000 | -$10,000 | $25.00 | 1 |
| 2022 Q3 | 1,000 | $24,000 | +$14,400 | $24.00 | 1 |
| 2022 Q2 | 400 | $25,000 | +$25,000 | $62.50 | 1 |
| 2022 Q1 | 0 | $0 | -$799,000 | $25.22 | 0 |
| 2021 Q4 | 31,000 | $799,000 | +$799,000 | $25.88 | 2 |
| 2021 Q2 | 0 | $0 | -$26,000 | $25.22 | 0 |
| 2021 Q1 | 1,000 | $26,000 | +$26,000 | $26.00 | 1 |