Position in NEWT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$312,209
+$78,296 QoQ
Shares Held
21,081
-1.3% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 150 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEWT Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $1,303,104,266 across 175 Banks - Regional names. NEWT ranks #155 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
968,289 | $238,412,117 | |
| 2 | TFC |
Truist Financial Corp
|
4,483,086 | $223,347,344 | |
| 3 | USB |
US Bancorp De
|
3,203,593 | $193,497,017 | |
| 4 | RF |
Regions Financial Corp
|
2,404,667 | $72,620,943 | |
| 5 | FITB |
Fifth Third Bancorp
|
824,462 | $46,474,922 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
504,589 | $35,356,551 | |
| 7 | MTB |
M&T Bank Corp
|
134,231 | $31,948,320 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
1,505,545 | $26,693,312 |
All Filings in NEWT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,209 | 21,081 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $233,913 | 21,362 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $240,847 | 21,220 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $234,095 | 20,445 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $236,868 | 20,999 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $211,668 | 17,698 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $309,021 | 24,199 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $309,431 | 24,834 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $317,870 | 25,288 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $310,519 | 28,229 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $420,196 | 30,449 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $502,916 | 34,096 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $573,990 | 36,100 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $499,264 | 39,005 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $619,498 | 38,123 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $652,800 | 40,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $789,816 | 41,723 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $364,802 | 13,663 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $715,727 | 25,904 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $409,821 | 14,779 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,378,886 | 39,487 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $478,116 | 17,907 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $229,979 | 11,680 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $235,096 | 12,660 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $230,173 | 12,633 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $178,955 | 13,547 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||