Position in NEWT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$151,106
+$39,384 QoQ
Shares Held
10,203
0.0% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#87
of 151 holders
Holding Since
Mar 2026
2 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, 2026Regal Investment Advisors LLC holds $2,533,909 across 6 Banks - Regional names. NEWT ranks #6 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFC |
Bank First Corp
|
4,950 | $734,332 | |
| 2 | FITB |
Fifth Third Bancorp
|
10,236 | $577,003 | |
| 3 | MBWM |
Mercantile Bank Corp
|
8,561 | $491,572 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
4,191 | $293,663 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
16,144 | $286,233 | |
| 6 | NEWT |
NewtekOne, Inc.
This page
|
10,203 | $151,106 |
All Filings in NEWT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,106 | 10,203 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $111,722 | 10,203 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||