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Newtek Business Svcs shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Newtek Business Svcs (NEWT) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Newtek Business Svcs

Tip: Access up to 7 years of quarterly data

All positions including Newtek Business Svcs held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Newtek Business Svcs by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $89k 6.5k 13.80

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Top funds holding Newtek Business Svcs

Royce & Associates
Vanguard Group
Charles Schwab Investment Management
Bank of New York Mellon
Barrett & Company
Russell Investments
Ancora Advisors
Goldman Sachs Group
D.A. Davidson & Co.
Bank of America Corporation
Raymond James & Associates
Citadel Advisors
No Street GP
Jane Street
Arkadios Wealth Advisors

View all funds holding Newtek Business Svcs