Cambridge Investment Research Advisors, Inc.
Position in NEWT — NewtekOne, Inc.
CIK 1419186
FAIRFIELD, IA
Position in NEWT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$153,357
-$120,852 QoQ
Shares Held
10,355
-58.6% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 151 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in NEWT Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $163,289,391 across 88 Banks - Regional names. NEWT ranks #86 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
468,626 | $28,305,010 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
86,719 | $21,351,952 | |
| 3 | TFC |
Truist Financial Corp
|
403,131 | $20,083,986 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
151,435 | $10,477,787 | |
| 5 | FITB |
Fifth Third Bancorp
|
117,916 | $6,646,924 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
359,091 | $6,366,683 | |
| 7 | MTB |
M&T Bank Corp
|
24,726 | $5,885,035 | |
| 8 | FNB |
Fnb Corp/Pa/
|
275,498 | $5,256,501 |
All Filings in NEWT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,357 | 10,355 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $274,209 | 25,042 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $117,529 | 10,355 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $141,464 | 12,355 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $139,364 | 12,355 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $152,848 | 12,780 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $150,686 | 11,800 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $309,493 | 24,839 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $313,219 | 24,918 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $267,806 | 24,346 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $392,430 | 28,437 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $671,405 | 45,519 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $733,467 | 46,130 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $662,054 | 51,723 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $754,536 | 46,433 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $628,009 | 38,481 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $717,125 | 37,883 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $758,066 | 28,392 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $565,668 | 20,473 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $472,436 | 17,037 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $695,082 | 19,905 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $419,483 | 15,711 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $257,683 | 13,087 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $240,165 | 12,933 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $225,709 | 12,388 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $165,600 | 12,536 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||