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Newtek Business Svcs shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors investment in Newtek Business Svcs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Newtek Business Svcs by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $113k 10k 10.95
2025-03-31 $123k 10k 11.96

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Top funds holding Newtek Business Svcs

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

View all funds holding Newtek Business Svcs