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Invesco Ltd.

Position in NEWT — NewtekOne, Inc.

CIK 914208 Atlanta, GA

Position in NEWT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$855,187
+$311,927 QoQ
Shares Held
57,744
+16.4% QoQ
Ownership
0.200%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#41
of 150 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 99% None 1%

Common Shares in NEWT Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Invesco Ltd. holds $16,582,453,829 across 236 Banks - Regional names. NEWT ranks #173 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in NEWT

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $855,187 57,744
2026-03-31 $543,260 49,613
2025-12-31 $505,288 44,519
2025-09-30 $546,907 47,765
2025-06-30 $526,199 46,649
2025-03-31 $490,204 40,987
2024-12-31 $543,247 42,541
2024-09-30 $521,699 41,870
2024-06-30 $530,164 42,177
2024-03-31 $544,588 49,508
2023-12-31 $246,357 17,852
2023-09-30 $3,291,270 223,137
2023-06-30 $5,942,083 373,716
2023-03-31 $3,736,025 291,877
2022-12-31 $11,113,261 683,893
2022-09-30 $11,129,538 681,957
2022-06-30 $12,855,400 679,102
2022-03-31 $13,507,209 505,888
2021-12-31 $19,819,054 717,302
2021-09-30 $18,356,899 661,987
2021-06-30 $14,215,478 407,087
2021-03-31 $13,029,413 487,993
2020-12-31 $9,374,468 476,103
2020-09-30 $8,654,808 466,064
2020-06-30 $5,914,831 324,634
2020-03-31 $5,869,704 444,338