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Newtek Business Svcs shares owned by Round Rock Advisors

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

Historical chart of Round Rock Advisors investment in Newtek Business Svcs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Newtek Business Svcs by Round Rock Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $148k 13k 11.35
2025-09-30 $149k 13k 11.45
2025-06-30 $147k 13k 11.28

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American Centy Etf Tr Short Durtn Strg (SDSI)
Alphabet Cap Stk Cl C (GOOG)
Neuberger Berman Etf Trust Short Duration I (NBSD)

View all positions for Round Rock Advisors

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