Position in NEWT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$242,453
-$992,028 QoQ
Shares Held
16,371
-84.9% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 150 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in NEWT Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $15,913,141,625 across 295 Banks - Regional names. NEWT ranks #216 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
59,686,029 | $3,605,036,143 | |
| 2 | FITB |
Fifth Third Bancorp
|
29,970,128 | $1,689,416,105 | |
| 3 | NU |
Nu Holdings Ltd.
|
99,956,959 | $1,335,424,964 | |
| 4 | MTB |
M&T Bank Corp
|
4,045,990 | $962,986,073 | |
| 5 | BAP |
Credicorp Ltd
|
2,433,947 | $948,217,065 | |
| 6 | IBN |
Icici Bank Ltd
|
22,989,740 | $667,392,145 | |
| 7 | RF |
Regions Financial Corp
|
17,977,505 | $542,920,641 | |
| 8 | HDB |
Hdfc Bank Ltd
|
19,095,182 | $493,228,542 |
All Filings in NEWT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,453 | 16,371 | Shares | Other | 2026-08-12 | |
| 2025-12-31 | $1,234,481 | 108,765 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $2,281,949 | 199,297 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $2,368,461 | 209,970 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $2,551,209 | 213,312 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $1,781,629 | 139,517 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $425,134 | 34,120 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $220,275 | 17,524 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $147,565 | 13,415 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $266,133 | 19,285 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $290,353 | 19,685 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $348,846 | 21,940 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $49,472 | 3,865 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $62,806 | 3,865 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $63,076 | 3,865 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $170,937 | 9,030 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $103,195 | 3,865 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $169,232 | 6,125 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $226,636 | 8,173 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $134,965 | 3,865 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $103,195 | 3,865 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $76,101 | 3,865 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $71,773 | 3,865 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $70,420 | 3,865 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $51,056 | 3,865 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||