Covestor Ltd

Position in NEWT — NewtekOne, Inc.

CIK 1909846 LONDON, X0

Position in NEWT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,866

+$826 QoQ

Shares Held

126

+32.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#128

of 150 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Covestor Ltd holds $4,132,792 across 231 Banks - Regional names. NEWT ranks #94 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBNA	Chain Bridge Bancorp Inc	6,039	$253,939
2	CBC	Central Bancompany, Inc.	6,117	$185,834
3	OZK	Bank OZK	3,109	$161,947
4	TFSL	TFS Financial CORP	8,355	$148,050
5	PFS	Provident Financial Services Inc	6,236	$147,419
6	FNB	Fnb Corp/Pa/	5,892	$112,419
7	PB	Prosperity Bancshares Inc	1,424	$103,994
8	BVFL	BV Financial, Inc.	4,850	$102,723

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,866	126	+32.6%	Shares	Sole	2026-08-07
2026-03-31	$1,040	95	-38.3%	Shares	Sole	2026-05-05
2025-12-31	$2	154	-35.3%	Shares	Sole	2026-02-06
2025-09-30	$2,725	238	+23.3%	Shares	Sole	2025-10-30
2025-06-30	$2,177	193	+250.9%	Shares	Sole	2025-08-11
2025-03-31	$1	55	-20.3%	Shares	Sole	2025-05-12
2024-12-31	$1	69	+165.4%	Shares	Sole	2025-02-13
2024-09-30	$323	26	-64.4%	Shares	Sole	2024-11-01
2024-06-30	$917	73	—	Shares	Sole	2024-08-09
2024-03-31	$0	0	—	Shares	Sole	2024-05-10
2023-12-31	$0	0	—	Shares	Sole	2024-02-09
2023-09-30	$0	0	-100.0%	Shares	Sole	2023-11-13
2022-03-31	$267	10	-73.0%	Shares	Sole	2022-05-13
2021-12-31	$1,022	37	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.