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Newtek Business Svcs shares owned by Synergy Investment Management

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

Historical chart of Synergy Investment Management investment in Newtek Business Svcs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Newtek Business Svcs by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3k 115 10.95

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IVV)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPTI)
Ishares Core MF Closed and MF Open (IEMG)
Invesco S&p MF Closed and MF Open (SPHQ)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
State Street MF Closed and MF Open (SPTS)
Invesco S&p MF Closed and MF Open (SPMO)
Global X MF Closed and MF Open (AUSF)
First Trust MF Closed and MF Open (UCON)

View all positions for Synergy Investment Management

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