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Newtek Business Svcs shares owned by Regal Investment Advisors

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

Historical chart of Regal Investment Advisors investment in Newtek Business Svcs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Newtek Business Svcs by Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $112k 10k 10.95
2015-09-30 $3.0k 200 15.00
2015-06-30 $3.0k 200 15.00

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Top funds holding Newtek Business Svcs

Patriot Financial Partners GP II
BlackRock
Vanguard Capital Management
T. Rowe Price Associates
Goldman Sachs Group
Geode Capital Management
Marshall Wace
AQR Capital Management
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