Security key
652526864
- Security type / class
- Equity / Pref
- Total 13F shares
- 80,000
- Total 13F value
- $1,929,560
- Share change
- +80,000
- SEC-reported price per share
- $24.12
- Number of holders
- 1
- Value change
- +$1,929,560
- Number of buys
- 1
Report period
Q3 2025
Institutions
1
Top holders
1
NEWTP full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2025
NewtekOne, Inc. SEC filings
NewtekOne, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 652526864
Recent filing periods:
Ownership snapshot
Top reported holders of NEWTP - NewtekOne, Inc. - Pref (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Patriot Financial Partner...
Disclosed value leader
Patriot Financial Partner...
Comparable rows
2/15
Latest evidence
16 Sep 2025
13D/G
13F
Lead comparable stake: 8.1%
13 rows are not safely comparable across share classes.
13D/G row: Patriot Financial Partners IV, L.P.
Showing 1-6 of 15 holder rows.
Quick read
Patriot Financial Partners IV, L.P. leads the comparable SEC ownership view at 8.1%.
2 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Patriot Financial Partners IV, L.P.'s linked filing trail.
Comparable ownership
Top 2
Patriot Financial Partners IV, L.P.
8.1%
Barry Sloane
5.2%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Patriot Financial Partners IV, L.P. |
13D/G
|
8.1%
Reported 13D/G
· 16 Sep 2025
|
$27,761,535
2,307,692 shares
|
$0 | 16 Sep 2025 |
| Barry Sloane |
13D/G
SLOANE, BARRY
|
5.2%
Reported 13D/G
· 11 Feb 2025
|
$14,732,604
1,364,130 shares
|
$0 | 11 Feb 2025 |
| BlackRock, Inc. |
13F
Company
|
—
denominator unverified
|
$22,995,095
2,038,572 shares
|
— | 30 Jun 2025 |
| VANGUARD GROUP INC |
13F
Company
|
—
denominator unverified
|
$16,153,919
1,432,085 shares
|
— | 30 Jun 2025 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
denominator unverified
|
$7,109,224
630,105 shares
|
— | 30 Jun 2025 |
| MARSHALL WACE, LLP |
13F
Company
|
—
denominator unverified
|
$7,033,532
623,540 shares
|
— | 30 Jun 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
1
Shares
80,000
Rows available
1
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2025 vs Q1 2026 Across Filers
Q1 2026 holders
1
Q3 2025 holders
1
Holder diff
0
| Investor | Q1 2026 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q1 2026 value | Q3 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend