LSV ASSET MANAGEMENT

Position in NEWT — NewtekOne, Inc.

CIK 1050470 CHICAGO, IL

Position in NEWT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,747,580

+$428,105 QoQ

Shares Held

118,000

-2.1% QoQ

Ownership

0.409%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#29

of 151 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 53% Shared 0% None 47%

Financial Services · as of Jun 30, 2026

LSV ASSET MANAGEMENT holds $2,767,084,094 across 105 Banks - Regional names. NEWT ranks #65 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CFG	Citizens Financial Group Inc/Ri	5,748,864	$402,822,900
2	FHN	First Horizon Corp	13,113,410	$336,227,832
3	RF	Regions Financial Corp	8,849,447	$267,253,299
4	ZION	Zions Bancorporation, National Association /Ut/	3,858,896	$266,997,014
5	BPOP	Popular, Inc.	1,194,168	$196,058,502
6	ASB	Associated Banc-Corp	3,764,147	$115,822,803
7	MTB	M&T Bank Corp	427,627	$101,779,502
8	FBP	First Bancorp /Pr/	3,294,478	$85,887,041

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,747,580	118,000	-2.1%	Shares	Sole	2026-08-06
2026-03-31	$1,319,475	120,500	-8.6%	Shares	Sole	2026-05-11
2025-12-31	$1,495,930	131,800	0.0%	Shares	Sole	2026-02-06
2025-09-30	$1,509,110	131,800	+18.4%	Shares	Sole	2025-11-06
2025-06-30	$1,255,464	111,300	+10.7%	Shares	Sole	2025-08-11
2025-03-31	$1,202,314	100,528	+337.1%	Shares	Sole	2025-05-09
2024-12-31	$293,710	23,000	-17.5%	Shares	Sole	2025-02-13
2021-09-30	$772,973	27,875	-84.2%	Shares	Sole	2021-11-04
2021-06-30	$6,146,094	176,005	-10.3%	Shares	Sole	2021-08-04
2021-03-31	$5,241,370	196,306	-9.6%	Shares	Sole	2021-04-30
2020-12-31	$4,274,797	217,105	0.0%	Shares	Sole	2021-02-08
2020-09-30	$4,031,639	217,105	-13.1%	Shares	Sole	2020-10-23
2020-06-30	$4,549,497	249,698	-11.9%	Shares	Sole	2020-08-05
2020-03-31	$3,742,551	283,312	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.