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Newtek Business Svcs shares owned by Kestra Advisory Services

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

Historical chart of Kestra Advisory Services investment in Newtek Business Svcs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Newtek Business Svcs by Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $201k 18k 11.35
2025-09-30 $179k 16k 11.45
2025-06-30 $151k 13k 11.28
2021-06-30 $737k 21k 34.91
2021-03-31 $479k 18k 26.71
2020-12-31 $274k 15k 18.67

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Top funds holding Newtek Business Svcs

Patriot Financial Partners GP II
BlackRock
Vanguard Group
Geode Capital Management
AQR Capital Management
Goldman Sachs Group
Marshall Wace
State Street Corporation
North Reef Capital Management
Royce & Associates
D. E. Shaw & Co
Nuveen
Connor, Clark & Lunn Investment Management
Two Sigma Investments
Jpmorgan Chase & Co

View all funds holding Newtek Business Svcs