Newtekone, Inc. Financials, FR Y-9C Data and Filings
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Newtekone, Inc. is a bank holding company based in Florida with $3.18B in total consolidated assets as of June 30, 2026, according to its FR Y-9C filing with the Federal Reserve. It owns 1 bank that files a call report: Newtek Bank, N.A. ($2.47B in assets). Its shares trade under the ticker NEWT, and it files with the SEC under CIK 1587987: see its SEC filings and 8-K events.
Key Financials FR Y-9C, consolidated, as of June 30, 2026
- Total assets
- $3.18B
- Total deposits
- $2.15B
- Total equity
- $413.4M
- Net income (Q2 2026)
- $14.6M
- ROA
- 1.97%
- ROE
- 14.29%
- Net interest margin
- 2.14%
- CET1 ratio
- 17.99%
- Total loans
- $2.38B
- Efficiency ratio
- 58.31%
- Equity / assets
- 12.98%
- Tier 1 leverage ratio
- 12.40%
- Total capital ratio
- 22.03%
- Employees (FTE)
- 603
Source: FR Y-9C for June 30, 2026, consolidated across the holding company's banks and nonbank subsidiaries. Net income is for Q2 2026 alone; ROA, ROE and net interest margin annualize that quarter, and the margin is tax-equivalent, on average earning assets. Deposits add domestic and foreign-office deposits (Schedule HC, item 13). Capital ratios are as filed on Schedule HC-R (CET1: BHCAP793). Bank-level figures in the tables below come from each bank's own call report.
Bank Subsidiaries 1 bank held directly or through another holding company
| Bank | Charter | State | Total assets (call report) | Share of bank assets | Held through |
|---|---|---|---|---|---|
| Newtek Bank, N.A. | National Bank | FL | $2.47B | 100.0% | Held directly |
Questions About Newtekone, Inc.
What are Newtekone, Inc.'s total assets?
Newtekone, Inc. reported $3.18B in total consolidated assets as of June 30, 2026, according to its FR Y-9C filing with the Federal Reserve.
How many banks does Newtekone, Inc. own?
Newtekone, Inc. owns 1 bank that files a call report: Newtek Bank, N.A.
Who owns Newtek Bank, N.A.?
Newtek Bank, N.A. is owned by Newtekone, Inc. The bank reported $2.47B in total assets on its latest call report.
Where can I find Newtekone, Inc.'s FR Y-9C?
Newtekone, Inc. files the FR Y-9C with the Federal Reserve every quarter. The reports are public on the FFIEC National Information Center under RSSD ID 5586741. This page summarizes the FR Y-9C for Q2 2026.
Does Newtekone, Inc. file with the SEC?
Yes. Newtekone, Inc. files with the SEC under Central Index Key (CIK) 1587987 and trades under the ticker NEWT.
Filing Details fiscal year and SEC registration
- Fiscal year end
- December 31
- Ticker
- NEWT
- SEC CIK
- 1587987
- SEC filings
- Filings and 8-K events
Organization Map select + to expand a subsidiary's own holdings
- Newtekone, Inc.Holding Company FL RSSD 5586741$3.18B
- National Bank FL RSSD 502111$2.47B
- Nonbank Subsidiary NY RSSD 5860816
- Emcap Loan Holdings, LLCNonbank Subsidiary RI RSSD 5862061
- Nonbank Subsidiary FL RSSD 5862098
- Nonbank Subsidiary NY RSSD 5862089
- Newtek Insurance Agency, LLCNonbank Subsidiary NY RSSD 5860786
- Nonbank Subsidiary NY RSSD 5209385
- Newtek Small Business Loan Trust 2018 - 1Nonbank Subsidiary NY RSSD 5862249
- Newtek Small Business Loan Trust 2019 - 1Nonbank Subsidiary NY RSSD 5862230
- Newtek Small Business Loan Trust 2021 - 1Nonbank Subsidiary NY RSSD 5862221
- Newtek Small Business Loan Trust 2022 - 1Nonbank Subsidiary NY RSSD 5862212
- Newtek Small Business Loan Trust 2023 - 1Nonbank Subsidiary NY RSSD 5862191
- Pmtworks Payroll, LLCNonbank Subsidiary NY RSSD 5860030
- Pos on Cloud, LLCNonbank Subsidiary KY RSSD 5862146
- Titanium Asset Management, LLCNonbank Subsidiary NY RSSD 5860021
- Wilshire DC Partners, LLCNonbank Subsidiary DC RSSD 5862276
- Wilshire Louisiana Bidco, LLCNonbank Subsidiary LA RSSD 5862306
- Wilshire Louisiana Partners III, LLCNonbank Subsidiary LA RSSD 5862285
- Wilshire Louisiana Partners II, LLCNonbank Subsidiary LA RSSD 5862294
- Wilshire New York Partners III, LLCNonbank Subsidiary NY RSSD 5862324
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Direct Subsidiaries 20 active direct subsidiaries
| Entity | Type | State | Total Assets | Share of bank subsidiary assets |
|---|---|---|---|---|
| Newtek Bank, N.A. · 502111 | National Bank | FL | $2.47B | 100.0% |
| CDS Business Services, Inc. · 5860816 | Nonbank Subsidiary | NY | — | — |
| Emcap Loan Holdings, LLC · 5862061 | Nonbank Subsidiary | RI | — | — |
| Newtek Business Services Holdco 6, Inc. · 5862098 | Nonbank Subsidiary | FL | — | — |
| Newtek Conventional Lending, LLC · 5862089 | Nonbank Subsidiary | NY | — | — |
| Newtek Insurance Agency, LLC · 5860786 | Nonbank Subsidiary | NY | — | — |
| Newtek Small Business Finance LLC · 5209385 | Nonbank Subsidiary | NY | — | — |
| Newtek Small Business Loan Trust 2018 - 1 · 5862249 | Nonbank Subsidiary | NY | — | — |
| Newtek Small Business Loan Trust 2019 - 1 · 5862230 | Nonbank Subsidiary | NY | — | — |
| Newtek Small Business Loan Trust 2021 - 1 · 5862221 | Nonbank Subsidiary | NY | — | — |
| Newtek Small Business Loan Trust 2022 - 1 · 5862212 | Nonbank Subsidiary | NY | — | — |
| Newtek Small Business Loan Trust 2023 - 1 · 5862191 | Nonbank Subsidiary | NY | — | — |
| Pmtworks Payroll, LLC · 5860030 | Nonbank Subsidiary | NY | — | — |
| Pos on Cloud, LLC · 5862146 | Nonbank Subsidiary | KY | — | — |
| Titanium Asset Management, LLC · 5860021 | Nonbank Subsidiary | NY | — | — |
| Wilshire DC Partners, LLC · 5862276 | Nonbank Subsidiary | DC | — | — |
| Wilshire Louisiana Bidco, LLC · 5862306 | Nonbank Subsidiary | LA | — | — |
| Wilshire Louisiana Partners III, LLC · 5862285 | Nonbank Subsidiary | LA | — | — |
| Wilshire Louisiana Partners II, LLC · 5862294 | Nonbank Subsidiary | LA | — | — |
| Wilshire New York Partners III, LLC · 5862324 | Nonbank Subsidiary | NY | — | — |
Share of bank subsidiary assets divides each bank's total assets by the combined assets of the bank subsidiaries listed. Nonbank subsidiaries are not counted.
Regulator records: FFIEC NIC profile (RSSD 5586741)