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Newtek Business Svcs shares owned by Bailard

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

Historical chart of Bailard investment in Newtek Business Svcs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Newtek Business Svcs by Bailard

Quarter filed Position value Share count Share price at filing
2026-09-30 $308k 28k 11.13
2025-09-30 $268k 23k 11.45
2024-12-31 $257k 20k 12.77

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Top funds holding Newtek Business Svcs

BlackRock
Patriot Financial Partners GP II
Vanguard Capital Management
Goldman Sachs Group
Geode Capital Management
AQR Capital Management
State Street Corporation
Marshall Wace
Royce & Associates
Two Sigma Investments
Connor, Clark & Lunn Investment Management
Franklin Resources
Northern Trust
Vanguard Portfolio Management
Ameriprise Financial

View all funds holding Newtek Business Svcs