Farther Finance Advisors, LLC

Position in NEWT — NewtekOne, Inc.

CIK 1992825 SAN FRANCISCO, CA

Position in NEWT

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$36,891

+$18,145 QoQ

Shares Held

2,491

+45.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#98

of 150 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $56,195,537 across 282 Banks - Regional names. NEWT ranks #111 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	33,610	$8,275,454
2	USB	US Bancorp \De\	114,749	$6,930,839
3	FITB	Fifth Third Bancorp	51,404	$2,897,643
4	TFC	Truist Financial Corp	58,090	$2,894,043
5	FCAP	First Capital Inc	37,628	$2,432,273
6	VABK	Virginia National Bankshares Corp	45,545	$2,021,287
7	UMBF	Umb Financial Corp	13,540	$1,932,970
8	CFG	Citizens Financial Group Inc/Ri	25,978	$1,820,278

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,891	2,491	+45.5%	Shares	Sole	2026-07-17
2026-03-31	$18,746	1,712	+2.0%	Shares	Sole	2026-04-07
2025-12-31	$19,045	1,678	-18.0%	Shares	Sole	2026-01-23
2025-09-30	$23,438	2,047	-1.2%	Shares	Sole	2025-10-14
2025-06-30	$23,372	2,072	+3.3%	Shares	Sole	2025-07-11
2025-03-31	$23,991	2,006	+0.4%	Shares	Sole	2025-04-14
2024-12-31	$25,514	1,998	+0.4%	Shares	Sole	2025-02-10
2024-09-30	$24,807	1,991	+0.3%	Shares	Sole	2024-10-29
2024-06-30	$24,951	1,985	+1.2%	Shares	Sole	2024-07-31
2024-03-31	$21,582	1,962	+0.3%	Shares	Sole	2024-05-14
2023-12-31	$26,992	1,956	+0.3%	Shares	Sole	2024-02-15
2023-09-30	$28,762	1,950	0.0%	Shares	Sole	2023-11-14
2023-06-30	$31,005	1,950	+13.0%	Shares	Sole	2024-05-14
2023-03-31	$22,080	1,725	+137.9%	Shares	Sole	2024-05-14
2022-12-31	$11,781	725	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.