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Root Financial Partners’s DNP Select Income Fund DNP Stock Holding History

Root Financial Partners’s Portfolio DNP Stock Details DNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,700
Closed -$17K – 2457
2025
Q3 		$17K Buy
+1,700
New +$16.7K ﹤0.01% 1199

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Root Financial Partners's DNP Position: Q4 2025 in Review

Root Financial Partners sold out of DNP Select Income Fund (DNP) in Q4 2025, closing a stake of 1,700 shares — an estimated $17K sold.

Root Financial Partners first reported a position in DNP in Q3 2025 and held it in 1 quarter. The position peaked at $17K in Q3 2025. 337 funds tracked by Wall St. Rank hold DNP as of Q4 2025.

  • Root Financial Partners reported no remaining DNP Select Income Fund position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 1,700 DNP Select Income Fund shares in Q4 2025, an estimated $17K.
  • Root Financial Partners first reported a position in DNP Select Income Fund in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's DNP Select Income Fund position peaked at $17K in Q3 2025.
  • 337 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.