Position in NEWT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$35,855
+$6,608 QoQ
Shares Held
2,421
-9.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#100
of 150 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEWT Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Glen Eagle Advisors, LLC holds $467,258 across 41 Banks - Regional names. NEWT ranks #3 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
864 | $212,734 | |
| 2 | USB |
US Bancorp \De\
|
728 | $43,971 | |
| 3 | NEWT |
NewtekOne, Inc.
This page
|
2,421 | $35,855 | |
| 4 | TFC |
Truist Financial Corp
|
700 | $34,874 | |
| 5 | BBT |
Beacon Financial Corp
|
771 | $23,476 | |
| 6 | LYG |
Lloyds Banking Group plc
|
2,681 | $15,630 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
555 | $9,840 | |
| 8 | WTFC |
Wintrust Financial Corp
|
40 | $6,428 |
All Filings in NEWT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,855 | 2,421 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $29,247 | 2,671 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $46,342 | 4,083 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $46,750 | 4,083 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $74,064 | 6,566 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $78,529 | 6,566 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $83,847 | 6,566 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $105,610 | 8,476 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $231,426 | 18,411 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $242,374 | 22,034 | Shares | Sole | 2024-07-03 | |
| 2023-12-31 | $367,852 | 26,656 | Shares | Sole | 2024-08-13 | |
| 2023-09-30 | $407,955 | 27,658 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $479,830 | 30,178 | Shares | Sole | 2024-08-13 | |
| 2023-03-31 | $393,164 | 30,716 | Shares | Sole | 2024-08-13 | |
| 2022-12-31 | $512,622 | 31,546 | Shares | Sole | 2024-08-13 | |
| 2022-09-30 | $525,960 | 32,228 | Shares | Sole | 2024-08-13 | |
| 2022-06-30 | $595,746 | 31,471 | Shares | Sole | 2024-08-13 | |
| 2022-03-31 | $844,334 | 31,623 | Shares | Sole | 2024-08-13 | |
| 2021-12-31 | $836,581 | 30,278 | Shares | Sole | 2024-08-13 | |
| 2021-09-30 | $831,983 | 30,003 | Shares | Sole | 2024-08-13 | |
| 2021-06-30 | $933,237 | 26,725 | Shares | Sole | 2024-08-13 | |
| 2021-03-31 | $690,061 | 25,845 | Shares | Sole | 2024-08-13 | |
| 2020-12-31 | $508,888 | 25,845 | Shares | Sole | 2024-08-13 | |
| 2020-09-30 | $548,149 | 29,518 | Shares | Sole | 2024-08-13 | |
| 2020-06-30 | $551,391 | 30,263 | Shares | Sole | 2024-08-13 | |
| 2020-03-31 | $307,304 | 23,263 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||