SIGNATUREFD, LLC

Position in NEWT — NewtekOne, Inc.

CIK 1456048 ATLANTA, GA

Position in NEWT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$17,727

+$4,620 QoQ

Shares Held

1,197

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#112

of 150 holders

Holding Since

Jun 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SIGNATUREFD, LLC holds $49,093,106 across 180 Banks - Regional names. NEWT ranks #114 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPOP	Popular, Inc.	42,371	$6,956,470
2	KB	KB Financial Group Inc.	30,396	$3,190,364
3	MFG	Mizuho Financial Group Inc	298,688	$2,861,431
4	WF	Woori Financial Group Inc.	49,721	$2,853,985
5	TFC	Truist Financial Corp	46,814	$2,332,273
6	SHG	Shinhan Financial Group Co Ltd	35,020	$2,215,015
7	PNC	Pnc Financial Services Group, Inc.	8,757	$2,156,148
8	LYG	Lloyds Banking Group plc	301,587	$1,758,252

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,727	1,197	0.0%	Shares	Sole	2026-07-24
2026-03-31	$13,107	1,197	+5.7%	Shares	Sole	2026-04-07
2025-12-31	$12,848	1,132	+6558.8%	Shares	Sole	2026-01-20
2025-09-30	$194	17	-88.1%	Shares	Sole	2025-10-21
2025-03-31	$1,710	143	-69.3%	Shares	Sole	2025-05-02
2024-12-31	$5,950	466	+210.7%	Shares	Sole	2025-02-10
2022-09-30	$2,448	150	0.0%	Shares	Sole	2022-11-08
2022-06-30	$2,839	150	-36.7%	Shares	Sole	2022-08-10
2022-03-31	$6,327	237	0.0%	Shares	Sole	2022-05-02
2021-12-31	$6,548	237	0.0%	Shares	Sole	2022-01-25
2021-09-30	$6,572	237	0.0%	Shares	Sole	2021-10-28
2021-06-30	$8,276	237	—	Shares	Sole	2021-07-26
No filing history on record for this holder in this stock.