IAT Reinsurance’s NewtekOne Inc Series B Preferred Stock NEWTP Stock Holding History

IAT Reinsurance’s Portfolio NEWTP Stock Details NEWTP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$994K	Hold	80,000	–	–	0.6%	29
2026 Q1	$1.91M	Hold	80,000	–	–	0.62%	31
2025 Q4	$1.84M	Hold	80,000	–	–	0.54%	35
2025 Q3	$1.93M	Buy	+80,000	New	+$1.92M	0.41%	40

IAT Reinsurance's NEWTP Position: Q2 2026 in Review

IAT Reinsurance held its NewtekOne Inc Series B Preferred Stock (NEWTP) position steady in Q2 2026 at 80,000 shares worth $994K. The position accounts for 0.6% of the portfolio, ranked #29.

IAT Reinsurance first reported a position in NEWTP in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.93M in Q3 2025. 1 fund tracked by Wall St. Rank holds NEWTP as of Q2 2026.

IAT Reinsurance held 80,000 shares of NewtekOne Inc Series B Preferred Stock worth $994K as of Q2 2026.
IAT Reinsurance left its NewtekOne Inc Series B Preferred Stock share count unchanged in Q2 2026.
NewtekOne Inc Series B Preferred Stock made up 0.6% of IAT Reinsurance's portfolio in Q2 2026, its #29 holding.
IAT Reinsurance first reported a position in NewtekOne Inc Series B Preferred Stock in Q3 2025 and has held it in 4 quarters since.
IAT Reinsurance's NewtekOne Inc Series B Preferred Stock position peaked at $1.93M in Q3 2025.
1 fund tracked by Wall St. Rank held NewtekOne Inc Series B Preferred Stock as of Q2 2026.

Based on IAT Reinsurance's 13F filing for Q2 2026, filed 13 Aug 2026.