Root Financial Partners
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Root Financial Partners’s ECB Bancorp ECBK Stock Holding History

Root Financial Partners’s Portfolio ECBK Stock Details ECBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$142 Buy
+7
New +$144 ﹤0.01% 3587
2026
Q2 		– Sell
-2
Closed -$33 – 1191
2026
Q1 		$33 Buy
+2
New +$35 ﹤0.01% 3415

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Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
American Capital Advisory
American Capital Advisory Ketchum, Idaho $293M AUM 15.31% 1-Year Est. Return
Covestor
Covestor London, United Kingdom $157M AUM 35.87% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Root Financial Partners's ECBK Position: Q3 2026 in Review

Root Financial Partners opened a new position in ECB Bancorp (ECBK) in Q3 2026: 7 shares worth $142. The stake represents ﹤0.01% of the portfolio and ranks #3587 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ECBK as recently as Q1 2026.

Root Financial Partners first reported a position in ECBK in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold ECBK as of Q3 2026.

  • Root Financial Partners held 7 shares of ECB Bancorp worth $142 as of Q3 2026.
  • ECB Bancorp was a new Root Financial Partners position in Q3 2026.
  • ECB Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3587 holding.
  • Root Financial Partners first reported a position in ECB Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held ECB Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.