DUMONT & BLAKE INVESTMENT ADVISORS LLC

Position in NEWT — NewtekOne, Inc.

CIK 1287618 PRINCETON, NJ

Position in NEWT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$151,861

+$34,105 QoQ

Shares Held

10,254

-4.6% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

DUMONT & BLAKE INVESTMENT ADVISORS LLC holds $2,596,726 across 4 Banks - Regional names. NEWT ranks #4 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	7,209	$1,774,999
2	CTBI	Community Trust Bancorp Inc /Ky/	5,964	$431,555
3	OZK	Bank OZK	4,575	$238,311
4	NEWT	NewtekOne, Inc. This page	10,254	$151,861

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$151,861	10,254	-4.6%	Shares	Sole	2026-08-07
2026-03-31	$117,756	10,754	—	Shares	Sole	2026-04-28
No filing history on record for this holder in this stock.