Steward Partners Investment Advisory, LLC
Position in NEWT — NewtekOne, Inc.
CIK 1723397
STAMFORD, CT
Position in NEWT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$44
-$92 QoQ
Shares Held
3
-75.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#148
of 150 holders
Holding Since
Mar 2021
9 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, 2026Steward Partners Investment Advisory, LLC holds $75,763,532 across 130 Banks - Regional names. NEWT ranks #129 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
132,130 | $6,582,716 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
3,102 | $6,454,610 | |
| 3 | HWC |
Hancock Whitney Corp
|
78,807 | $5,888,459 | |
| 4 | RF |
Regions Financial Corp
|
154,417 | $4,663,393 | |
| 5 | FITB |
Fifth Third Bancorp
|
80,356 | $4,529,667 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
18,291 | $4,503,610 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
52,507 | $3,679,165 | |
| 8 | USB |
US Bancorp \De\
|
56,496 | $3,412,358 |
All Filings in NEWT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44 | 3 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $136 | 12 | Shares | Sole | 2026-02-12 | |
| 2024-06-30 | $2,514 | 200 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,300 | 300 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,210 | 450 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,900 | 400 | Shares | Sole | 2023-11-13 | |
| 2021-09-30 | $499 | 18 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $593 | 17 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $31,372 | 1,175 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||