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Newtek Business Svcs shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Newtek Business Svcs (NEWT) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Newtek Business Svcs

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All positions including Newtek Business Svcs held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Newtek Business Svcs by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1k 181 11.85
2025-06-30 $2.0k 181 11.31
2025-03-31 $2.1k 181 11.86
2024-12-31 $2.3k 181 12.77

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr ETFs (VUG)
Ishares Core Us Aggregate Bond ETFs (AGG)
Ishares Core S&p 500 Etf ETFs (IVV)
Vanguard Index Tr ETFs (VTV)
Vanguard S&p 500 Etf ETFs (VOO)
Ishares Trust Core Msci Eafe ETFs (IEFA)
Ishares Russell Midcap ETFs (IWR)
Vanguard Mid Cap Etf ETFs (VO)
Vanguard Index Trust ETFs (VV)
Ishares Russell 1000 ETFs (IWB)
Spdr Portfolio Large Cap Etf ETFs (SPLG)
Ishares Core Total Usd Bond ETFs (IUSB)
Vanguard Ftse Developed ETFs (VEA)
Ishares Broad Usd High Yield ETFs (USHY)
Ishares Core S&p Small Cap Etf ETFs (IJR)

View all positions for Jones Financial Companies, L.L

Top funds holding Newtek Business Svcs

BlackRock
Vanguard Group
Geode Capital Management
AQR Capital Management
Marshall Wace
State Street Corporation
North Reef Capital Management
Royce & Associates
D. E. Shaw & Co
Bank of New York Mellon
Segall Bryant & Hamill
Goldman Sachs Group
Connor, Clark & Lunn Investment Management
Two Sigma Investments
Jpmorgan Chase & Co

View all funds holding Newtek Business Svcs