BEACON INVESTMENT ADVISORS LLC

Position in NEWT — NewtekOne, Inc.

CIK 1961635 Gaithersburg, MD

Position in NEWT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$251,192

+$68,076 QoQ

Shares Held

16,961

+1.4% QoQ

Ownership

0.059%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#73

of 150 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BEACON INVESTMENT ADVISORS LLC holds $2,207,981 across 4 Banks - Regional names. NEWT ranks #4 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AUB	Atlantic Union Bankshares Corp	34,083	$1,442,051
2	USB	US Bancorp \De\	4,336	$261,894
3	UBSI	United Bankshares Inc/Wv	5,517	$252,844
4	NEWT	NewtekOne, Inc. This page	16,961	$251,192

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$251,192	16,961	+1.4%	Shares	Sole	2026-08-13
2026-03-31	$183,116	16,723	+1.4%	Shares	Sole	2026-05-14
2025-12-31	$187,263	16,499	+1.9%	Shares	Sole	2026-02-17
2025-09-30	$185,318	16,185	-36.7%	Shares	Sole	2025-11-14
2025-06-30	$288,373	25,565	+0.9%	Shares	Sole	2025-08-14
2025-03-31	$303,138	25,346	+0.4%	Shares	Sole	2025-05-15
2024-12-31	$322,519	25,256	+3.1%	Shares	Sole	2025-02-14
2024-09-30	$305,357	24,507	+7.5%	Shares	Sole	2024-11-14
2024-06-30	$286,457	22,789	+8.3%	Shares	Sole	2024-08-14
2024-03-31	$231,473	21,043	+40.2%	Shares	Sole	2024-05-13
2023-12-31	$207,082	15,006	+2.7%	Shares	Sole	2024-02-13
2023-09-30	$215,556	14,614	+3.3%	Shares	Sole	2023-11-07
2023-06-30	$224,969	14,149	+15.7%	Shares	Sole	2023-08-03
2023-03-31	$156,518	12,228	+3.0%	Shares	Sole	2023-05-12
2022-12-31	$192,920	11,872	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.