Position in NEWT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$427,964
+$114,324 QoQ
Shares Held
28,897
+0.9% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#56
of 150 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEWT Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Founders Financial Alliance, LLC holds $14,594,904 across 11 Banks - Regional names. NEWT ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FBNC |
First Bancorp /Nc/
|
119,089 | $7,613,359 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,283 | $2,669,653 | |
| 3 | TFC |
Truist Financial Corp
|
25,100 | $1,250,482 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
31,703 | $562,094 | |
| 5 | WSBC |
Wesbanco Inc
|
12,269 | $478,859 | |
| 6 | UBCP |
United Bancorp Inc /Oh/
|
28,984 | $460,265 | |
| 7 | NEWT |
NewtekOne, Inc.
This page
|
28,897 | $427,964 | |
| 8 | FNB |
Fnb Corp/Pa/
|
16,757 | $319,723 |
All Filings in NEWT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $427,964 | 28,897 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $313,640 | 28,643 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $345,051 | 30,401 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $345,228 | 30,151 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $337,486 | 29,919 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $353,322 | 29,542 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $373,088 | 29,216 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $568,587 | 45,633 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $567,560 | 45,152 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $501,061 | 45,551 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $600,672 | 43,527 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $631,491 | 42,813 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $675,591 | 42,490 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $561,356 | 43,856 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $712,660 | 43,856 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $687,414 | 42,121 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $767,592 | 40,549 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,042,154 | 39,032 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,053,752 | 38,138 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,019,715 | 36,773 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,245,068 | 35,655 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $933,530 | 34,964 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $676,266 | 34,346 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $622,255 | 33,509 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||