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Newtek Business Svcs shares owned by Mariner Wealth Advisors

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

Historical chart of Mariner Wealth Advisors investment in Newtek Business Svcs

Tip: Access up to 7 years of quarterly data

All positions including Newtek Business Svcs held by Mariner 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 Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $122k 11k 11.35
2025-09-30 $145k 13k 11.45

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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