Position in NEWT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$266
+$135 QoQ
Shares Held
18
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#143
of 150 holders
Holding Since
Dec 2025
3 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, 2026SJS Investment Consulting Inc. holds $6,702,735 across 223 Banks - Regional names. NEWT ranks #141 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSBC |
Wesbanco Inc
|
71,568 | $2,793,298 | |
| 2 | UMBF |
Umb Financial Corp
|
10,063 | $1,436,593 | |
| 3 | FITB |
Fifth Third Bancorp
|
4,181 | $235,682 | |
| 4 | KEY |
Keycorp /New/
|
9,314 | $214,687 | |
| 5 | FIBK |
First Interstate Bancsystem Inc
|
3,000 | $115,679 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
1,436 | $100,620 | |
| 7 | FHB |
First Hawaiian, Inc.
|
3,382 | $99,092 | |
| 8 | SBFG |
Sb Financial Group, Inc.
|
3,794 | $95,874 |
All Filings in NEWT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266 | 18 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $131 | 12 | Shares | Defined | 2026-04-23 | |
| 2025-12-31 | $124 | 11 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||