Position in NEWT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$2,103
New position
Shares Held
142
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#127
of 150 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $6,216,757 across 117 Banks - Regional names. NEWT ranks #81 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
10,119 | $2,491,500 | |
| 2 | FNB |
Fnb Corp/Pa/
|
51,911 | $990,461 | |
| 3 | USB |
US Bancorp \De\
|
12,220 | $738,088 | |
| 4 | FITB |
Fifth Third Bancorp
|
10,365 | $584,275 | |
| 5 | MTB |
M&T Bank Corp
|
1,093 | $260,144 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
8,555 | $151,680 | |
| 7 | CHMG |
Chemung Financial Corp
|
1,800 | $134,244 | |
| 8 | IBN |
Icici Bank Ltd
|
2,249 | $65,288 |
All Filings in NEWT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,103 | 142 | Shares | Sole | 2026-07-10 | |
| No filing history on record for this holder in this stock. | ||||||