Chuck Royce's NEWT Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 337,544 shares of NewtekOne, Inc. (NEWT) worth $3.7 M, representing 0.04% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 31 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in NEWT, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 1.3 M shares. Largest reduction occurred in Q2 2024, reducing 653,258 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's NewtekOne (NEWT) Holding Value Over Time
Track share changes against reported price movement
Quarterly NewtekOne (NEWT) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2025 | -182,491 | Reduce 35.09% | 337,544 | $11.28 |
| Q1 2025 | +72,574 | Add 16.22% | 520,035 | $11.96 |
| Q4 2024 | -303,831 | Reduce 40.44% | 447,461 | $12.77 |
| Q3 2024 | -548,506 | Reduce 42.20% | 751,292 | $12.46 |
| Q2 2024 | -653,258 | Reduce 33.45% | 1.3 M | $12.57 |
| Q1 2024 | -89,434 | Reduce 4.38% | 1.95 M | $11.00 |
| Q4 2023 | +8,163 | Add 0.40% | 2.04 M | $13.80 |
| Q3 2023 | -1,927 | Reduce 0.09% | 2.03 M | $14.75 |
| Q2 2023 | -283,790 | Reduce 12.23% | 2.04 M | $15.90 |
| Q1 2023 | +1.3 M | Add 127.34% | 2.32 M | $12.80 |
| Q4 2022 | +574,302 | Add 128.71% | 1.02 M | $16.25 |
| Q3 2022 | -42,666 | Reduce 8.73% | 446,205 | $16.32 |
| Q2 2022 | -21,669 | Reduce 4.24% | 488,871 | $18.93 |
| Q1 2022 | -373,817 | Reduce 42.27% | 510,540 | $26.70 |
| Q4 2021 | +884,357 | New Buy | 884,357 | $27.63 |
| Q4 2017 | -211,357 | Sold Out | 0 | $0.00 |
| Q1 2017 | -60,100 | Reduce 22.14% | 211,357 | $16.98 |
| Q4 2016 | -49,225 | Reduce 15.35% | 271,457 | $15.90 |
| Q3 2016 | -60,000 | Reduce 15.76% | 320,682 | $14.26 |
| Q1 2016 | +10,782 | Add 2.91% | 380,682 | $12.50 |
| Q4 2015 | +242,500 | Add 190.35% | 369,900 | $14.32 |
| Q3 2015 | -52,000 | Reduce 28.99% | 127,400 | $16.43 |
| Q2 2015 | +25,200 | Add 16.34% | 179,400 | $17.72 |
| Q1 2015 | -20,300 | Reduce 11.63% | 154,200 | $16.53 |
| Q4 2014 | +174,500 | New Buy | 174,500 | $14.76 |
Chuck Royce's NewtekOne Investment FAQs
Chuck Royce first purchased NewtekOne, Inc. (NEWT) in Q4 2014, acquiring 174,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held NewtekOne, Inc. (NEWT) for 31 quarters since Q4 2014.
Chuck Royce's largest addition to NewtekOne, Inc. (NEWT) was in Q1 2023, adding 2,320,044 shares worth $29.7 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 337,544 shares of NewtekOne, Inc. (NEWT), valued at approximately $3.7 M.
As of the Q1 2026 filing, NewtekOne, Inc. (NEWT) represents approximately 0.04% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in NewtekOne, Inc. (NEWT) was 2,320,044 shares, as reported at the end of Q1 2023.