As of November 6, 2026, one holder's latest Schedule 13D or 13G filing report owning 5% or more of NewtekOne Inc. The largest reported stake is Patriot Financial Partners IV, L.P.'s, at 8.06%. 2 filings are on record since September 22, 2025 (Schedule 13D, September 22, 2025).
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NewtekOne Inc has 2 Schedule 13D or 13G filings on record since 2025-09-22. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Patriot Financial Partners IV, L.P. | 8.06% | 2,307,692 | SCHEDULE 13D, 2025-09-22 | 2025-09-16 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
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More on NewtekOne Inc and the records around it.
Companies that share a holder
- Patriot Financial Partners IV, L.P. also filed stake reports on 1 other company: Avidbank Holdings, Inc. (Aug 2025)
- The Vanguard Group also filed stake reports on 2384 other companies: BellRing Brands, Inc. (Sep 2026), CAL-MAINE FOODS INC (Sep 2026), FTAI Aviation Ltd. (Sep 2026)
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Purpose of Transaction (Item 4)
Patriot Financial Partners IV, L.P.
Patriot Fund IV acquired shares of the Company (the "Acquired Shares") for investment purposes. Except as otherwise described herein or in Item 6 below, no member of the Patriot Financial Group has any plans or proposals that relate to or would result in any of the transactions described in subparagraphs (a) through (j) of Item 4 of Schedule 13D. Subject to the limitations imposed by applicable federal and state securities laws, Patriot Financial Group may dispose of the Acquired Shares from time to time, subject to market conditions and other investment considerations, and may cause the Acquired Shares to be distributed in kind to investors. To the extent permitted by applicable bank regulatory limitations, each member of the Patriot Financial Group may directly or indirectly acquire additional shares of Common Stock or associated rights or securities exercisable for or convertible into Common Stock, depending upon an ongoing evaluation of its investment in the Common Stock, applicable legal restrictions, prevailing market conditions, liquidity requirements of such member of the Patriot Financial Group and/or investment considerations.Item 4 of the SCHEDULE 13D filed 2025-09-22
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-09-22 | Patriot Financial Partners IV, L.P. | 8.06% | SCHEDULE 13D |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
Questions about who owns NewtekOne Inc
Who owns NewtekOne Inc?
On this page, one holder's latest ownership filing reports 5% or more of NewtekOne Inc: Patriot Financial Partners IV, L.P. (8.06%, Schedule 13D, filed 2025-09-22).
When did Patriot Financial Partners IV, L.P. buy into NewtekOne Inc?
The filings give report dates, not purchase dates. The earliest filing from Patriot Financial Partners IV, L.P. on this page is the Schedule 13D, filed 2025-09-22, reporting 8.06%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 2 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.