Popularity #3,050Ex-dividend in 1d · $0.19
NEWT · NASDAQ · Banks - Regional

NewtekOne (NEWT)

Digital-only bank paired with SBA lending, payments, payroll, insurance, and technology for small businesses.

$11.48
vs last close−0.21 (−1.76%)

13F · 13D/G · Form 4

Institutions≈ 55.60%16.06M shares
153 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders6.40%1.85M shares
12 holders · as of Jun 25, 2026
Strategic holders6.21%1.79M shares
1 holder · as of Jan 26, 2024
Other≈ 31.79%9.18M shares
remainder

28.88M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
8.75%2.53Mas of Jun 30, 2026
Patriot Financial Partners GP Ii, L.P.Institution
7.99%2.31Mas of Jun 30, 2026
BlackRock, Inc.Strategic
6.21%1.79Mfiled Jan 26, 2024
Barry Sloane1Insiderdirector, officer: President, Chairman & CEO
4.95%1.36Mfiled Jun 16, 2026
Vanguard Capital Management LLCInstitution
3.87%1.12Mas of Jun 30, 2026
Price T Rowe Associates Inc /MD/Institution
3.79%1.10Mas of Jun 30, 2026
Goldman Sachs Group IncInstitution
2.53%731,313as of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.43%703,047as of Jun 30, 2026
AQR Capital Management LLCInstitution
1.97%568,816as of Jun 30, 2026
State Street CorpInstitution
1.87%539,672as of Jun 30, 2026
Marshall Wace, LLPInstitution
1.86%536,051as of Jun 30, 2026
Royce & Associates LPInstitution
1.17%337,544as of Jun 30, 2026
Two Sigma Investments, LPInstitution
1.15%332,802as of Jun 30, 2026
Connor, Clark & Lunn Investment Management Ltd.Institution
1.10%318,244as of Jun 30, 2026
Franklin Resources IncInstitution
1.08%312,014as of Jun 30, 2026
Morgan StanleyInstitution
0.77%221,074as of Jun 30, 2026
Northern Trust CorpInstitution
0.74%215,138as of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
0.72%207,794as of Jun 30, 2026
Ameriprise Financial IncInstitution
0.70%202,166as of Jun 30, 2026
Vanguard Fiduciary Trust CoInstitution
0.62%178,517as of Jun 30, 2026
Squarepoint Ops LLCInstitution
0.60%173,340as of Jun 30, 2026
Tudor Investment Corp et alInstitution
0.55%158,583as of Jun 30, 2026
North Reef Capital Management LPInstitution
0.54%155,681as of Jun 30, 2026
Bank of New York Mellon CorpInstitution
0.53%152,841as of Jun 30, 2026
Nuveen, LLCInstitution
0.49%141,896as of Jun 30, 2026
  1. Barry Sloane's transaction reports restate only vehicles that traded; the 2025 ownership statement (1.36M) plus the 65.2K net shares acquired since is used instead.

13F, as of Jun 30, 2026

153 holders · 16.06M shares · 20 new positions · 93 increased · 30 reduced · 16 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.2.53M8.75%+332.8KAug 7, 2026
Patriot Financial Partners GP Ii, L.P.2.31M7.99%0Aug 13, 2026
Vanguard Capital Management LLC1.12M3.87%−47.7KAug 13, 2026
Price T Rowe Associates Inc /MD/1.10M3.79%+173.1KAug 14, 2026
Goldman Sachs Group Inc731.3K2.53%+67.5KAug 14, 2026
Geode Capital Management, LLC703.0K2.43%+45.7KAug 12, 2026
AQR Capital Management LLC568.8K1.97%+3.9KAug 14, 2026
State Street Corp539.7K1.87%+22.0KAug 7, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Patriot Financial Partners Parallel IV, L.P.incl. Patriot Financial Partners GP IV, L.P., Patriot Financial Partners IV, L.P. +3 more8.06%2.31M13DSep 22, 2025
Sloane, Barry5.20%1.36M13DFeb 11, 2025

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Jun 15, 2026
Barry Sloanedirector, officer: President, Chairman & CEO
Purchase · 3 lots11,000$14.211,181,914
Jun 15, 2026
Frank M. DeMariaofficer: Cheif Financial Officer
Purchase500$13.9236,736
Jun 3, 2026
Craig Jeffry Brunetdirector
Purchase1,000$12.707,185
May 26, 2026
Peter Mathison Downsdirector, officer: President, Newtek Bank
Purchase737$13.5687,539
May 15, 2026
Craig Jeffry Brunetdirector
Purchase330$12.726,185
May 8, 2026
Gregory L. Zinkdirector
Purchase1,000$13.8736,085
May 7, 2026
Richard J. Salutedirector
Purchase1,000$13.4745,772
Jan 14, 2026
Barry Sloanedirector, officer: President, Chairman & CEO
Purchase3,595$13.911,194,180
Jan 14, 2026
Frank M. DeMariaofficer: Cheif Financial Officer
Purchase1,556$13.9135,220
Jan 14, 2026
Michael Adam Schwartzofficer: Chief Legal Officer
Purchase2,247$13.9149,713

House and Senate disclosures

Not reported.