Axiom Investment Management LLC

Position in NEWT — NewtekOne, Inc.

CIK 1513703 NEW YORK, NY

Position in NEWT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$5,153

+$1,343 QoQ

Shares Held

348

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#121

of 151 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

Axiom Investment Management LLC holds $4,013,092 across 13 Banks - Regional names. NEWT ranks #12 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTB	M&T Bank Corp	14,762	$3,513,502
2	MFG	Mizuho Financial Group Inc	11,672	$111,814
3	RF	Regions Financial Corp	2,867	$86,583
4	USB	US Bancorp De	1,283	$77,488
5	PNC	Pnc Financial Services Group, Inc.	266	$65,494
6	UMBF	Umb Financial Corp	250	$35,690
7	FULT	Fulton Financial Corp	1,400	$33,866
8	HDB	Hdfc Bank Ltd	1,282	$33,112

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,153	348	0.0%	Shares	Sole	2026-07-31
2026-03-31	$3,810	348	-95.7%	Shares	Sole	2026-05-26
2022-09-30	$133,365	8,172	-10.9%	Shares	Sole	2022-11-14
2022-03-31	$244,891	9,172	0.0%	Shares	Sole	2022-05-13
2021-12-31	$253,421	9,172	0.0%	Shares	Sole	2022-02-02
2021-09-30	$254,338	9,172	0.0%	Shares	Sole	2021-10-18
2021-06-30	$320,284	9,172	0.0%	Shares	Sole	2021-08-16
2021-03-31	$244,891	9,172	+9072.0%	Shares	Sole	2021-05-20
2020-12-31	$1,965	100	-99.0%	Shares	Sole	2021-02-11
2020-09-30	$188,893	10,172	0.0%	Shares	Sole	2021-03-16
2020-06-30	$185,332	10,172	0.0%	Shares	Sole	2021-03-16
2020-03-31	$134,371	10,172	—	Shares	Sole	2021-03-16
No filing history on record for this holder in this stock.