Position in NEWT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$740
+$193 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#139
of 151 holders
Holding Since
Mar 2024
10 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, 2026Cornerstone Planning Group LLC holds $1,316,235 across 65 Banks - Regional names. NEWT ranks #44 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
4,748 | $267,644 | |
| 2 | DB |
Deutsche Bank Aktiengesellschaft
|
7,724 | $260,762 | |
| 3 | FNB |
Fnb Corp/Pa/
|
11,469 | $218,828 | |
| 4 | USB |
US Bancorp \De\
|
1,174 | $70,909 | |
| 5 | FCF |
First Commonwealth Financial Corp /Pa/
|
3,056 | $62,128 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
198 | $48,751 | |
| 7 | IBN |
Icici Bank Ltd
|
1,332 | $38,667 | |
| 8 | LYG |
Lloyds Banking Group plc
|
5,203 | $30,333 |
All Filings in NEWT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $740 | 50 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $547 | 50 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $567 | 50 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $22 | 2 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $564 | 50 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $598 | 50 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,430 | 112 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,395 | 112 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,407 | 112 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,232 | 112 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||