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Newtek Business Svcs shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners investment in Newtek Business Svcs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Newtek Business Svcs by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $514 47 10.96

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Dimensional U.s. Equity Market Etf Etf (DFUS)
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Dimensional Short-duration Fixed Income Etf Etf (DFSD)
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Dimensional U.s. Small Cap Etf Etf (DFAS)
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Dimensional Us Real Estate Etf Etf (DFAR)
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View all positions for Root Financial Partners

Top funds holding Newtek Business Svcs

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

View all funds holding Newtek Business Svcs