WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in NEWT — NewtekOne, Inc.
CIK 1632972
PLYMOUTH, MN
Position in NEWT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$318,503
+$157,790 QoQ
Shares Held
21,506
+46.5% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#66
of 151 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in NEWT Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $416,678,715 across 152 Banks - Regional names. NEWT ranks #123 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
291,021 | $71,655,190 | |
| 2 | USB |
US Bancorp De
|
582,496 | $35,182,758 | |
| 3 | TFC |
Truist Financial Corp
|
606,292 | $30,205,467 | |
| 4 | MTB |
M&T Bank Corp
|
84,778 | $20,178,011 | |
| 5 | BPOP |
Popular, Inc.
|
87,108 | $14,301,391 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
198,819 | $13,931,247 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
737,223 | $13,070,963 | |
| 8 | EWBC |
East West Bancorp Inc
|
82,955 | $10,708,660 |
All Filings in NEWT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,503 | 21,506 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $160,713 | 14,677 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $135,076 | 11,901 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $153,475 | 13,404 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||