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Q2 2026 · read from the 30 June 2026 Call Report · United States · Southeast · Florida, the state note

Newtek Bank National Association

Miami, Florida · $2.47B in assets · beside the 11 other Florida banks between $1B and $3B

The filing

7.19%
NPA / loans
12th of 12
23.0%
CRE / loans
1st of 12
4.14%
ROA
1st of 12

Newtek Bank National Association is the largest of the 12 Florida banks nearest its size between $1B and $3B, with $2.47B in assets at 30 June 2026. Loans are 92.4% of deposits, 10th of 12 against a median of 78.8%, and equity is 8.3% of assets, 9th of 12. Loans grew +84.8% in the year, the fastest in the cohort, and deposits grew 91.9%; the cohort's median loan growth is +11.3%.

Noncurrent loans are 7.19% of the book, the highest in the cohort against a median of 0.17%; 3.56% is 30 to 89 days past due, and the allowance covers them 0.4 times. Net charge-offs are 1.33% of loans, the highest in the cohort. Commercial real estate is 23.0% of loans, the lowest in the cohort against a median of 43.4%, and 219% of capital, below the 300% screen, with construction at 49% against the 100% screen. CRE has grown +296.1% over 36 months, past the guidance's 50% prong.

Return on assets is 4.14%, the highest in the cohort against a median of 1.24%, on an efficiency ratio of 38.7%, the lowest in the cohort. Five years ago it was 0.85%. The question is whether the new lending seasons as cleanly as the book it joined, and what funded it.

Commercial real estate, share of loansFL banks $1B to $3B · 30 June 2026 · lower is stronger, listed first
median 43.4% NB Newtek Bank National Association 23.0% CB Cogent Bank 23.2% CB Citizens Bank & Trust 24.7% CF Climate First Bank 30.2% OF One Florida Bank 39.2% Bo Bank of Central Florida 41.3% CB Crews Bank & Trust 45.4% GB Grove Bank & Trust 48.1% IF International Finance Bank 50.0% PN Pibank National Association 51.4% O Optimumbank 57.7% PN Pacific National Bank 65.0%
Loans, year over yearFL banks $1B to $3B · 30 June 2026 · no better direction, largest first
median +11.3% NB Newtek Bank National Association +84.8% PN Pibank National Association +76.1% CF Climate First Bank +64.1% O Optimumbank +53.3% IF International Finance Bank +17.2% PN Pacific National Bank +11.3% GB Grove Bank & Trust +11.2% Bo Bank of Central Florida +8.3% OF One Florida Bank +7.0% CB Crews Bank & Trust +6.4% CB Citizens Bank & Trust +5.7% CB Cogent Bank +4.4%

SBA 7(a), FY2008 to FY2026

Newtek Bank National Association is the 18th largest 7(a) lender into California of 512, with $872M across 2,042 loans, 1.3% of everything approved in the state (Wells Fargo Bank National Association leads with $5.56B). Every market on its book has had an approval since FY2023.

Where it lends in California, and where it has gone quietshare movement, FY2023 to FY2025 against FY2020 to FY2022; outlined counties are on the book
Gaining shareLosing shareFlatGone quiet: nothing since FY2023Too thin to read a directionNo record
Every market on the book, largest firstrank and share among every lender in the county, FY2008 to FY2026
CountyApprovedRankShareTrend
Los Angeles, CA$276M20th of 3081.3%thin
Miami-Dade, FL$185M3rd of 2154.6%thin
Broward, FL$114M7th of 2093.8%thin
Harris, TX$112M17th of 3141.4%thin
New York, NY$111M6th of 2083.9%thin
Orange, CA$109M19th of 2561.5%thin
San Diego, CA$107M11th of 2382.0%thin
Maricopa, AZ$93M24th of 3031.2%thin
Cook, IL$75M21st of 2821.1%thin
Fulton, GA$72M9th of 2112.3%thin
Clark, NV$71M10th of 2292.5%thin
Orange, FL$66M5th of 2013.2%thin
Kings, NY$62M8th of 1692.5%thin
1294 smaller markets not shown.
What it lends to: the five largest industries on the bookshare of book is concentration; share of sector and rank are position, among every 7(a) lender nationally
IndustryLoansApprovedShare of bookShare of sectorRank
Professional & technical services2,026$722M12.7%2.23%6th of 1,955
Health care & social assistance1,524$650M11.4%1.37%10th of 2,172
Accommodation & food services1,712$611M10.8%0.80%28th of 2,596
Manufacturing977$591M10.4%1.49%10th of 2,246
Construction957$473M8.3%1.49%9th of 2,063
7(a) lenders into California, share of approvals since FY2008512 lenders on record; the ten largest and Newtek Bank National Association
WF Wells Fargo Bank National Associa… 8.5% $5.56B · 15,065 loans UB U.S. Bank, National Association 7.3% $4.78B · 14,424 loans LO Live Oak Banking Company 4.5% $2.95B · 2,312 loans EB Enterprise Bank & Trust 4.3% $2.82B · 2,975 loans Bo Bank of Hope 3.9% $2.57B · 6,200 loans CB Columbia Bank 3.6% $2.33B · 3,734 loans JC JPMorgan Chase Bank, National Ass… 2.8% $1.86B · 9,370 loans OB Open Bank 2.5% $1.65B · 1,421 loans HS Harvest Small Business Finance, L… 2.4% $1.59B · 1,278 loans CB Celtic Bank Corporation 2.4% $1.57B · 2,551 loans NB Newtek Bank, National Association 1.3% $872M · 2,042 loans

Commercial real estate against capital

Commercial real estate concentrationthe 2006 interagency screens against total risk-based capital; Tier 1 stands in for the 2 CBLR filers; owner-occupied excluded; bold marks a screen met
Newtek Bank National AssociationRankCohort median
Total CRE against capital, the 300% screen219%3rd of 12268%
Construction against capital, the 100% screen49%9th of 1238%
Construction and land development, share of loans5.1%7th of 125.1%
Non-owner-occupied nonfarm nonresidential, share of loans10.3%1st of 1231.8%
Total CRE, the guidance definition, share of loans23.0%1st of 1243.4%
CRE growth over 36 months, the third prong+296.1%12th of 12+72.4%

Among its peers

Where it sits among its peersnavy: the stronger half of each column; amber: the weaker; darker at the ends
InstitutionAssetsROAEfficiencyNPA / loansNet charge-offsAllowance / loansLoans / depositsEquity / assets
Newtek Bank National Association$2.47B4.1%38.7%7.19%1.33%2.6%92.4%8.3%
Cogent Bank$2.45B2.2%45.4%0.39%0.09%1.1%83.5%9.9%
Pibank National Association$2.37B-0.4%116.9%0.13%0.04%1.4%54.0%8.9%
Crews Bank & Trust$2.33B1.9%55.2%0.06%0.02%1.9%64.4%10.7%
One Florida Bank$2.07B1.0%62.5%0.17%0.08%0.8%92.2%9.6%
Climate First Bank$1.94B1.2%51.2%0.12%0.12%1.0%108.4%9.2%
International Finance Bank$1.62B1.2%53.1%0.30%0.00%1.2%91.6%8.2%
Pacific National Bank$1.61B1.1%55.3%0.01%0.05%0.7%73.5%10.7%
Citizens Bank & Trust$1.48B1.4%65.6%0.35%0.06%1.1%63.2%4.1%
Grove Bank & Trust$1.41B0.7%73.4%0.01%0.02%1.4%71.8%9.8%
Optimumbank$1.39B1.9%47.1%0.18%0.00%0.9%98.8%9.6%
Bank of Central Florida$1.25B1.3%56.4%0.21%0.00%1.1%74.1%8.0%
Five years, 2021 to 2026same quarter, five years apart; dollars as growth, ratios in points
Newtek Bank National AssociationCohort median
20212026Change20212026Change
Loans$175M$2.05B+1074%$455M$1.27B+179%
Deposits$149M$2.22B+1394%$752M$1.50B+100%
NPA / loans1.92%7.19%+5.27 pts0.13%0.17%+0.05 pts
Efficiency81.8%38.7%-43.0 pts66.7%55.2%-11.5 pts
ROA0.85%4.14%+3.29 pts0.83%1.24%+0.41 pts

This read was prepared for Newtek Bank National Association's board and management from the public record, and is one slice of what Lynx builds for any bank from its own filing: the peer cohort, the capital, liquidity and rate models with the assumptions the institution sets, and a summary report of twenty sections for the board.

The full pack on Newtek Bank National Association is prepared on request, and thirty days on the institution's own numbers are open to anyone at the bank.

Ask for the pack

Prepared 7 September 2026
Filing 30 June 2026
Cohort FL banks $1B to $3B
Institution www.newtekbank.com

Public record only: FFIEC Call Report, 30 June 2026; FDIC data; cohort by state and asset band; SBA 7(a) FOIA release as of the 2026 file, loans credited to the institution holding them today. Computed from the institution's own Call Report and its peers' as published; no estimate, no adjustment; not a rating, not an audited statement and not a supervisory judgement.

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