Td Private Client Wealth »

Newtek Business Svcs shares owned by Td Private Client Wealth

Quarter-by-quarter ownership of Newtek Business Svcs (NEWT) shares owned by Td Private Client Wealth from 13F filings

Historical chart of Td Private Client Wealth investment in Newtek Business Svcs

Tip: Access up to 7 years of quarterly data

All positions including Newtek Business Svcs held by Td Private Client Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Newtek Business Svcs by Td Private Client Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $147 13 11.38

More positions owned by Td Private Client Wealth

Spdr Ser Tr State Str Spdr Port S&p 500 Etf Exchange Traded Fund (SPYM)
Ishares Tr Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Vanguard Scottsdale Fds Vanguard Mtg Backed Secs Etf Exchange Traded Fund (VMBS)
Spdr S&p 500 Etf Tr Tr Unit Exchange Traded Fund (SPY)
Ishares Tr U S Treas Bd Etf Exchange Traded Fund (GOVT)
Ishares Tr Core Divid Growth Etf Exchange Traded Fund (DGRO)
Vanguard Admiral Fds Inc S&p 500 Growth Index Fd Etf Exchange Traded Fund (VOOG)
Ishares Tr 5-10 Yr Invt Grade Corporate Bd Etf Exchange Traded Fund (IGIB)
Vanguard Index Fds Vanguard Extended Mkt Etf Exchange Traded Fund (VXF)
Vanguard Scottsdale Fds Vanguard Short-term Treas Index Exchange Traded Fund (VGSH)
Vanguard Specialized Funds Divid Appreciation Etf Exchange Traded Fund (VIG)
Ishares Tr 1-3 Yr Treas Bd Etf Exchange Traded Fund (SHY)
ISHARES TR 20plus YR TREAS BD ETF Exchange Traded Fund (TLT)
Microsoft Corp Common Stock (MSFT)
Ishares Inc Core Msci Emerging Mkts Etf Exchange Traded Fund (IEMG)

View all positions for Td Private Client Wealth

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