AVENIR CORP

Position in NEWT — NewtekOne, Inc.

CIK 1033475 ALEXANDRIA, VA

Position in NEWT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$604,248

+$157,488 QoQ

Shares Held

40,800

0.0% QoQ

Ownership

0.141%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#48

of 150 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

AVENIR CORP holds $20,643,484 across 5 Banks - Regional names. NEWT ranks #3 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BOKF	Bok Financial Corp	124,017	$17,223,480
2	AX	Axos Financial, Inc.	20,790	$2,024,738
3	NEWT	NewtekOne, Inc. This page	40,800	$604,248
4	VABK	Virginia National Bankshares Corp	10,800	$479,304
5	PNC	Pnc Financial Services Group, Inc.	1,266	$311,714

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$604,248	40,800	0.0%	Shares	Sole	2026-08-13
2026-03-31	$446,760	40,800	0.0%	Shares	Sole	2026-05-14
2025-12-31	$463,080	40,800	0.0%	Shares	Sole	2026-02-13
2025-09-30	$467,160	40,800	+7.9%	Shares	Sole	2025-11-14
2025-06-30	$426,384	37,800	0.0%	Shares	Sole	2025-08-14
2025-03-31	$452,088	37,800	0.0%	Shares	Sole	2025-05-14
2024-12-31	$482,706	37,800	0.0%	Shares	Sole	2025-02-13
2024-09-30	$470,988	37,800	-37.8%	Shares	Sole	2024-11-14
2024-06-30	$764,256	60,800	+1.7%	Shares	Sole	2024-08-14
2024-03-31	$657,800	59,800	+46.6%	Shares	Sole	2024-05-16
2023-12-31	$563,040	40,800	-37.0%	Shares	Sole	2024-02-14
2023-09-30	$955,800	64,800	0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,030,320	64,800	0.0%	Shares	Sole	2023-08-11
2023-03-31	$829,440	64,800	+37.9%	Shares	Sole	2023-05-15
2022-12-31	$763,750	47,000	0.0%	Shares	Sole	2023-02-14
2022-09-30	$767,040	47,000	0.0%	Shares	Sole	2022-11-15
2022-06-30	$889,710	47,000	+23.7%	Shares	Sole	2022-08-11
2022-03-31	$1,014,600	38,000	0.0%	Shares	Sole	2022-05-16
2021-12-31	$1,049,940	38,000	0.0%	Shares	Sole	2022-02-16
2021-09-30	$1,053,740	38,000	0.0%	Shares	Sole	2021-11-12
2021-06-30	$1,326,960	38,000	0.0%	Shares	Sole	2021-08-13
2021-03-31	$1,014,600	38,000	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.