Root Financial Partners
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Root Financial Partners’s Encore Capital Group ECPG Stock Holding History

Root Financial Partners’s Portfolio ECPG Stock Details ECPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.37K Buy
+78
New +$7.48K ﹤0.01% 2059
2026
Q2 		– Sell
-66
Closed -$4.63K – 1193
2026
Q1 		$4.63K Buy
+66
New +$4.06K ﹤0.01% 1982

Other funds holding ECPG

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Heartland Advisors
Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dana Investment Advisors
Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Root Financial Partners opened a new position in Encore Capital Group (ECPG) in Q3 2026: 78 shares worth $7.37K. The stake represents ﹤0.01% of the portfolio and ranks #2059 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ECPG as recently as Q1 2026.

Root Financial Partners first reported a position in ECPG in Q1 2026 and has held it in 2 quarters since. 149 funds tracked by Wall St. Rank hold ECPG as of Q3 2026.

  • Root Financial Partners held 78 shares of Encore Capital Group worth $7.37K as of Q3 2026.
  • Encore Capital Group was a new Root Financial Partners position in Q3 2026.
  • Encore Capital Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2059 holding.
  • Root Financial Partners first reported a position in Encore Capital Group in Q1 2026 and has held it in 2 quarters since.
  • 149 funds tracked by Wall St. Rank held Encore Capital Group as of Q3 2026.

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